Jonathan Peralta
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
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.Jul 2022 to now
- Charles Schwab Bank, SsbJul 2022 to now
- TD Ameritrade Inc.May 2023 to Jun 2024
- Fidelity InvestmentsJun 2021 to Jun 2022
- Ernst & YoungJan 2021 to Jun 2021
- Fbc MortgageAug 2020 to Dec 2020
- Eli Lilly and CoJun 2020 to Aug 2020
- Feeding Children EverywhereJan 2020 to Apr 2020
- BocaJan 2020 to Mar 2020
- SetteSep 2019 to Dec 2019
- HiltonDec 2018 to Apr 2021
- Jw Marriot NashvilleJul 2018 to Dec 2018
- Neighbors GermantownJul 2018 to Dec 2018
- VivintJun 2018 to Aug 2018
- Lake Nona Golf and Country ClubSep 2017 to May 2018
- University of Central FloridaJan 2015 to Jan 2020
- Ritz Carlton Grande LakesJul 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7401468
- Firm CRD
- 5393