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Jonathan Peter Fritsche

Schwab Wealth Advisory, Inc.

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About Jonathan Peter Fritsche

Jonathan Peter Fritsche is a financial advisor with over 15 years of experience in the financial services industry. Jonathan currently works at Schwab Wealth Advisory, Inc. and is licensed in both Colorado and Texas. Jonathan has been a financial advisor at Schwab Wealth Advisory, Inc. since 2020. Before joining Schwab Wealth Advisory, Inc. Jonathan held previous roles at Charles Schwab & Co., Inc., E*TRADE SECURITIES LLC, and THRIVENT INVESTMENT MANAGEMENT INC. Jonathan is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Jonathan Fritsche 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 Fritsche’s Registration & Firm History

CO

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

IL

05/11/2006 - 06/19/2009

E*TRADE SECURITIES LLC (CHICAGO IL)

IL

08/26/2004 - 05/15/2006

THRIVENT INVESTMENT MANAGEMENT INC. (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 05/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/17/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2004

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 Peter Fritsche.
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