Jonathan Eric Schnell
Investment adviser representative at United Brokerage Services Inc
12 yearsExperience
1 stateRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- United Brokerage Services, Inc.Dec 2025 to now
- TIAAFeb 2017 to Nov 2025
- TIAA-CREF Individual & Institutional Services, LLCFeb 2017 to Nov 2025
- PNC BankAug 2014 to Feb 2017
- PNC InvestmentsAug 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5370182
- Firm CRD
- 39062