Jarred Giordano
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jarred Giordano is an investment adviser representative with Charles Schwab & Co., Inc. in Mount Sinai, NY, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 4 firms, including LPL Financial LLC and Strategic Advisers LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
2 states and territories
Florida, New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsApr 2023 – Jan 2024Lake Grove, NY
- Internal Revenue ServiceDec 2019 – Mar 2023Holtsville, NY
- Capital OneAug 2018 – Mar 2019Melville, NY
- TD BankNov 2017 – Aug 2018Lake Grove, NY
- JP Morgan Chase BankJun 2016 – Jan 2017Medford, NY
- UnemployedFeb 2017 – Oct 2017Centereach, NY
- UnemployedApr 2019 – Nov 2019Centereach, NY
- UnemployedFeb 2024 – Jun 2024Centereach, NY
- Fidelity InvestmentsJul 2024 – Oct 2025Lake Grove, NY
- Fidelity InvestmentsMar 2025 – Oct 2025Boston, MA
- LPL Financial LLCOct 2025 – Jan 2026Mellville, NY
- Charles Schwab & Co., Inc.Jan 2026 – no end date reportedMount Sinai, NY
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Mount Sinai, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jarred Giordano has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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