Matthew Jason Webber

Financial advisor at Charles Schwab & Co., Inc. · San Antonio, TX

Last updated 2026-10-10

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Matthew Jason Webber is a financial advisor at Charles Schwab & Co., Inc. in San Antonio, TX, CRD 5326477. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2011-02-15.

Registration

CRD number
5326477
Registration status
Active
IAPD registration
2011-02-15
Industry Experience
15 years
Work Experience
15 years
States registered
TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2010-11 to 2020-05 · USAA Financial Advisors, Inc · San Antonio, TX
  • 2012-11 to 2020-05 · USAA Financial Planning Services · San Antonio, TX
  • 2018-01 to 2020-05 · USAA Investment Management Company · San Antonio, TX
  • 2020-05 to Present · Charles Schwab & Co., Inc. · San Antonio, TX
  • 2020-05 to Present · Charles Schwab Bank Ssb · San Antonio, TX

Current employment

SEC IAPD record for Matthew Jason Webber

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Matthew Jason Webber is a CFP® financial advisor at Charles Schwab & Co., Inc. in San Antonio, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 15 years of industry experience and 15 years of reported work history. Reported roles include Charles Schwab Bank Ssb, USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

San Antonio, TX

42 advisors at this office.

Charles Schwab & office in San Antonio, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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