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Jordan Elizabeth Hyles

Investment Adviser Representative at Charles Schwab & Co., Inc.

Southlake, TXCRD #7374983Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Elizabeth Hyles is an investment adviser representative with Charles Schwab & Co., Inc. in Southlake, TX, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with TD Ameritrade, Inc. They have passed 4 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 Texas.

Office

1524 E. Southlake Blvd
Southlake, TX 76092-6421

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
11 states and territories

Arizona, California, Colorado, Florida, Louisiana, Nebraska, New York, Oklahoma, Oregon, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/28/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 9/21/2021
Series 7
General Securities Representative Examination
Passed 9/10/2021
SIE
Securities Industry Essentials Examination
Passed 7/13/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
5/11/2023 – Southlake, TX
TD Ameritrade, Inc.
9/10/2021 – 7/29/2024Southlake, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TD Ameritrade, Inc.
    May 2021 – Jun 2024Southlake, TX
  2. Texas Tech University
    May 2020 – May 2021Lubbock, TX
  3. Urban Pet Market & Boutique
    Jan 2020 – May 2020Lubbock, TX
  4. J.Crew
    Aug 2019 – May 2020Lubbock, TX
  5. Texas Tech University
    Mar 2019 – Aug 2019Lubbock, TX
  6. Live Oak Church
    Jan 2018 – Mar 2019lubbock, TX
  7. Texas Tech University
    Aug 2017 – Jan 2018Lubbock, TX
  8. Aledo ISD
    Aug 2004 – Jul 2017Aledo, TX
  9. Charles Schwab & Co., Inc.
    Nov 2021 – no end date reportedSouthlake, TX
  10. Charles Schwab Bank, SSB
    Nov 2021 – no end date reportedSouthlake, TX

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 Southlake, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Elizabeth Hyles 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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Jordan Elizabeth Hyles (Charles Schwab & Co.)