AUMdb
MJ

Martin James Mata

CRD 2082705 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Charles Schwab & Co., Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗