Jordon S. Spera
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.
Jordon S. Spera is an investment adviser representative with Charles Schwab & Co., Inc. in Phoenix, AZ, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Cetera Investment Advisers LLC. 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 Arizona.
Office
Advisors at this office: 81
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
15 states and territories
Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Hawaii, Illinois, Iowa, Kansas, Nevada, Oregon, Texas, Washington, Wisconsin
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.
- Renaissance Financial CorpAug 2023 – Jan 2024Phoenix, AZ
- Minnesota Life Insurance CoMar 2023 – Aug 2023St Paul, MN
- Securian Financial Services IncMar 2023 – Aug 2023St Paul, MN
- The Northern Pines RestaurantAug 2022 – May 2023Flagstaff, AZ
- PCL Construction IncMay 2022 – Aug 2022Tempe, AZ
- United Parcel ServiceMay 2021 – Aug 2021Flagstaff, AZ
- Grimaldi's Pizzeria/Coal Brick Oven PizzeriaApr 2021 – May 2021Flagstaff, AZ
- In-N-Out BurgerSep 2017 – May 2021Phoenix, AZ
- Full Time EducationAug 2019 – May 2023Flagstaff, AZ
- UnemployedSep 2021 – Jan 2022Scottsdale, AZ
- Olive GardenOct 2021 – Nov 2021Flagstaff, AZ
- Chili'sFeb 2022 – Apr 2022Flagstaff, AZ
- Cetera Advisor Networks LLCAug 2023 – Jan 2024El Segundo, CA
- Cetera Investment Advisers LLCAug 2023 – Jan 2024Schaumburg, IL
- UnemployedMar 2014 – Aug 2017Scottsdale, AZ
- J.P. Morgan Securities LLCMar 2024 – Feb 2026Tempe, AZ
- UnemployedJan 2024 – Mar 2024Scottsdale, AZ
- Virtue Strength Club LLCSep 2024 – Jan 2026Anthem, AZ
- Charles Schwab & Co., Inc.Feb 2026 – no end date reportedPhoenix, AZ
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
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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. Jordon S. Spera 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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