Jordan McKissick
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.
Jordan Mckissick is an investment adviser representative with Charles Schwab & Co., Inc. in New York City, NY, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
13 states and territories
California, Delaware, Florida, Georgia, Indiana, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Vermont, Virginia, Washington
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.
- E*TRADE Securities LLCAug 2020 – Oct 2021Alpharetta, GA
- University of GeorgiaAug 2015 – Jul 2020Athens, GA
- Full Time EducationAug 2013 – Jul 2023Athens, GA
- E*TRADE Capital Management LLCOct 2020 – Oct 2021Alpharetta, GA
- E*TRADE Securities LLCOct 2021 – Jul 2023New York, NY
- E*TRADE Capital Management LLCOct 2021 – Jul 2023New York, NY
- Morgan StanleyMar 2023 – Jul 2023New York, NY
- Fidelity InvestmentsJul 2023 – Dec 2025New York City, NY
- Fidelity InvestmentsMar 2025 – Dec 2025New York, NY
- Charles Schwab & Co., Inc.Jan 2026 – no end date reportedNew York City, NY
- Charles Schwab Bank, SSBJan 2026 – no end date reportedNew York City, NY
Official records & sources
Data as of August 11, 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 New York City, 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. Jordan McKissick 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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