Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Peckron is a financial advisor at Charles Schwab & Co., Inc. Jonathan has been in the financial services industry since 2010. Jonathan has a strong background in helping clients with their financial goals. Jonathan has a passion for helping people achieve their financial dreams and has the expertise to help clients navigate the complex world of investing. Jonathan's experience includes working with a variety of clients, from individuals to families to businesses. Jonathan is dedicated to providing clients with personalized financial advice and guidance.
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.
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2
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)
BC
Issued 1/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/5/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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