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Jonathan Thomas Peckron

Schwab Wealth Advisory, Inc.

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About Jonathan Thomas Peckron

Jonathan Peckron is a financial advisor with Schwab Wealth Advisory, Inc. Jonathan has been a financial advisor for over 13 years and has experience working with a variety of clients, including high-net-worth individuals and families. Jonathan is a Certified Financial Planner™ professional and is committed to providing personalized financial advice to help clients achieve their financial goals. Jonathan's areas of expertise include investment planning, retirement planning, and estate planning.

Firm Information

Jonathan Peckron 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 Peckron’s Registration & Firm History

MO

07/30/2024 - Present

Schwab Wealth Advisory, Inc. (Saint Louis MO)

MO

05/13/2024 - 07/18/2024

LPL FINANCIAL LLC (ST. LOUIS MO)

MO

09/28/2023 - 05/15/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRONTENAC MO)

TX

01/06/2022 - 03/20/2023

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

10/04/2013 - 05/30/2018

LPL FINANCIAL LLC (ST. LOUIS MO)

MO

09/07/2009 - 10/04/2013

NATIONAL PLANNING CORPORATION (ST. ALBANS RD MO)

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Licenses & Designations

BC

Issued 01/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2009

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 Thomas Peckron.
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