Jonathan Thomas Peckron
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2024 to now
- Charles SchwabJul 2024 to now
- LPL Financial LLCMay 2024 to Jul 2024
- Bank of America N.A.Nov 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to May 2024
- UnemployedMar 2023 to Sep 2023
- Charles Schwab & Co., Inc.Dec 2021 to Mar 2023
- Schwab Private Client Investment AdvisoryDec 2021 to Mar 2023
- TD AmeritradeAug 2018 to Dec 2021
- Private Wealth ManagementOct 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 5694304
- Firm CRD
- 159035