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Jonathan Beck Schooley

Charles Schwab & CO., Inc.

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About Jonathan Beck Schooley

Jonathan Beck Schooley is a financial advisor with Charles Schwab & Co., Inc. Jonathan has been working in the financial services industry since 2002. Jonathan has experience as a financial advisor with TD Ameritrade, Inc., Ameritrade, Inc., and Ally Invest Securities LLC. Jonathan is registered with the state of Texas. Jonathan specializes in providing financial planning and selection of other advisors. Jonathan can assist with financial planning for individuals and corporations.

Firm Information

Jonathan Schooley is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jonathan Schooley’s Registration & Firm History

TX

02/21/2024 - Present

Charles Schwab & CO., Inc. (Westlake TX)

NC

08/30/2021 - 03/08/2022

ALLY INVEST SECURITIES LLC (CHARLOTTE NC)

TX

04/22/2006 - 04/20/2021

TD AMERITRADE, INC. (Southlake TX)

TX

10/16/2003 - 04/22/2006

AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 04/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Beck Schooley.
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