Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christopher Gallashaw is a financial advisor with Charles Schwab & Co., Inc. Jonathan has been in the financial services industry since 2008. He holds both Series 7 and Series 63 licenses. Jonathan also holds the Series 65 license allowing him to provide investment advisory services to clients. He is a registered representative of both Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Jonathan has previously worked for several firms, including TIAA-CREF Individual & Institutional Services, LLC, Capital One Investing, LLC, and Capital One Investment Services LLC. Jonathan's specializations include providing financial planning services and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Scarsdale NY)
NY
08/06/2021 - 07/29/2024
TD AMERITRADE, INC. (Scarsdale NY)
NY
02/02/2016 - 11/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WHITE PLAINS NY)
NY
01/02/2015 - 01/25/2016
CAPITAL ONE INVESTING, LLC (NEW YORK NY)
NY
12/19/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW YORK NY)
NY
10/01/2012 - 11/09/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/04/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/22/2007 - 05/05/2008
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 06/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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