Jonathan Vanderwerff
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2025 to now
- My Financial CoachOct 2021 to Aug 2025
- A-advantage Tax and Financial ServicesJan 2020 to Sep 2021
- Hornor, Townsend & Kent, LLCDec 2019 to Dec 2019
- Penn Mutual Life Insurance CompanyNov 2019 to Dec 2019
- UnemployedJul 2019 to Nov 2019
- Northwestern Mutual Investment Services, LLCAug 2018 to Jun 2019
- Northwestern Mutual Life Insurance CompanyJul 2018 to Jun 2019
- Learnvest Inc.May 2017 to Dec 2018
- Financial Engines Advisors, L.L.C.Jan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 5415878
- Firm CRD
- 5393