Jonathan Arwood Scully
Investment adviser representative at Charles Schwab & Co., Inc.
18 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Jonathan Arwood Scully? Claim your profile
Contact this firm
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
18 years in the industry.
- Charles Schwab Bank, SsbJan 2026 to now
- Charles Schwab Premier Bank, SsbJan 2026 to now
- Charles Schwab Trust BankJan 2026 to now
- Charles Schwab & Co., Inc.Nov 2008 to now
- Charles Schwab Premier Bank, SsbFeb 2020 to Mar 2020
- Charles Schwab Trust BankJan 2019 to Mar 2020
- Charles Schwab Bank, SsbJan 2018 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 5616079
- Firm CRD
- 5393