Adviser and broker representative · Charles Schwab & Co., Inc.
Karen L. Jordan
CRD 2839530 · Mission Viejo, CA
At a glance
Karen L. Jordan is an investment adviser representative with Charles Schwab & Co., Inc. in Mission Viejo, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karen’s SEC record dates to 2015, about 11 years ago. Karen is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Charles Schwab & Co., Inc.Since May 2015Mission Viejo, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Karen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Dawson J. JaneskiMission Viejo
- Hien John T. LeMission Viejo
- Andrew J. MarinosMission Viejo
- Cory S. MitchellMission Viejo
- Chase B. PollardMission Viejo
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