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Jonathan Michael Dodd

Charles Schwab & CO., Inc.

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About Jonathan Michael Dodd

Jonathan Dodd is a financial advisor with over 16 years of experience in the financial services industry. Jonathan is currently registered with Charles Schwab & CO., Inc. in Texas. Previously, Jonathan was a Registered Representative at AVANTAX INVESTMENT SERVICES, INC. from April 2004 to December 2019 and at WELLS FARGO INVESTMENTS, LLC from October 2003 to April 2004. Jonathan Dodd holds the Series 7, Series 66, and SIE securities licenses and is also a Certified Financial Planner. Jonathan specializes in providing financial planning and investment management services to individuals and families. Jonathan is dedicated to helping his clients achieve their financial goals.

Firm Information

Jonathan Dodd 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 Dodd’s Registration & Firm History

TX

01/02/2020 - Present

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

TX

04/01/2004 - 12/09/2019

AVANTAX INVESTMENT SERVICES, INC. (Irving TX)

CA

10/16/2003 - 04/20/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 11/17/2003

Series 66 - Uniform Combined State Law 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 Michael Dodd.
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