Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Stuart is a financial advisor with Schwab Wealth Advisory, Inc. Jonathan has been working in the financial services industry since 2009 and holds a Series 7, 66, 63, 86, 87 and SIE licenses. Jonathan is also a Certified Financial Planner. Jonathan has experience working with both individuals and businesses, and offers financial planning and portfolio management services. Jonathan has held prior roles at Northwestern Mutual Investment Services, LLC and UBS Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
MA
04/07/2021 - Present
Schwab Wealth Advisory, Inc. (Boston MA)
MA
01/03/2020 - 03/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Woburn MA)
NY
10/24/2005 - 07/29/2008
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 06/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/31/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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