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Jonathan Christopher Erb

Charles Schwab & CO., Inc.

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About Jonathan Christopher Erb

Jonathan Erb is a financial professional at Charles Schwab & CO., Inc. Jonathan has been in the industry since June 2021. Jonathan holds a Series 66 license. Jonathan also holds a Series 7TO and SIE license and is registered in all 50 states and the District of Columbia. Jonathan has been working with Charles Schwab & CO., Inc. since August 2020. Jonathan has previous experience with TechConnect, Seaport Grille, University of Maryland-College Park, Masconomet Regional High School and Charles Schwab Bank, SSB. Jonathan is a registered investment adviser representative and is actively registered with the state of Texas and Vermont. Jonathan is a registered representative with FINRA. Jonathan has a specialization in portfolio management.

Firm Information

Jonathan Erb 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 Erb’s Registration & Firm History

MA

05/26/2022 - Present

Charles Schwab & CO., Inc. (Chestnut Hill MA)

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Licenses & Designations

BOTH

Issued 06/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Christopher Erb.
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