Jonathan Matta
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.
Jonathan Matta is an investment adviser representative with Charles Schwab & Co., Inc. in Chagrin Falls, OH, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 3 firms, including Strategas Securities, LLC DBA Strategas Research Partners and Ameriprise Financial Services, LLC. They have passed 6 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 Michigan and Ohio.
Registrations & licenses
- Investment adviser:
- Michigan, Ohio
- Broker:
2 states and territories
Michigan, Ohio
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.
- Janus Distributors LLCNov 2005 – May 2017Denver, CO
- Janus Management Holdings CorpNov 2005 – May 2017Denver, CO
- Massachusetts Mutual LIFE Insurance CompanySep 2017 – Dec 2019Springfield, MA
- MML Distributors, LLCSep 2017 – Dec 2019Enfield, CT
- UnemployedJun 2017 – Sep 2017Chagrin Falls, OH
- GWFS Equities, IncNov 2021 – Nov 2021Greenwood Village, CO
- UnemployedJan 2020 – Oct 2021cleveland, OH
- Ameriprise Financial Services, LLC (Dec 2021 – Sep 2023Minneapolis, MN
- StrategasSep 2023 – Nov 2024New York, NY
- Charles Schwab & Co., Inc.Nov 2024 – no end date reportedChagrin Falls, OH
Official records & sources
Data as of June 27, 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 Chagrin Falls, OH
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. Jonathan Matta 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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