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Jonathan Baldwin Sears

Schwab Wealth Advisory, Inc.

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About Jonathan Baldwin Sears

Jonathan Sears is a financial advisor with over 14 years of experience in the industry. Jonathan is currently registered with Schwab Wealth Advisory, Inc., and has been with the firm since October 2022. Prior to that, Jonathan worked at J.P. MORGAN SECURITIES LLC and PNC INVESTMENTS. Jonathan is also a Certified Financial Planner. Jonathan works with individuals and businesses on their financial planning needs.

Firm Information

Jonathan Sears is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jonathan Sears’s Registration & Firm History

IL

10/27/2022 - Present

Schwab Wealth Advisory, Inc. (Chicago IL)

IL

04/17/2015 - 04/23/2018

J.P. MORGAN SECURITIES LLC (ST. CHARLES IL)

IL

11/13/2009 - 12/10/2014

PNC INVESTMENTS (DOWNERS GROVE IL)

IL

04/28/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (ST CHARLES IL)

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Licenses & Designations

BOTH

Issued 03/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/26/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jonathan Baldwin Sears. Review regulatory record here.
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