Jonathan M Morado
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
Are you Jonathan M Morado? 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
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- Bank of America N.A.May 2024 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Nov 2025
- Wells Fargo Clearing Services, LLCAug 2023 to Mar 2024
- Fidelity InvestmentsJun 2022 to Aug 2023
- Elevations Credit UnionFeb 2022 to May 2022
- Flagstaff HouseAug 2021 to Dec 2021
- GritlyMay 2021 to Aug 2021
- Lamariposa ResterauntMar 2021 to Jul 2021
- Audrey Jane's Pizza GarageJan 2021 to Mar 2021
- E&j ConcreteMar 2020 to Aug 2020
- Moe's Broadway BagelSep 2019 to Aug 2021
- E&j ConcreteMay 2019 to Aug 2019
- University of Colorado BoulderAug 2018 to Aug 2022
- LamariposaNov 2017 to Apr 2018
- E&j ConcreteSep 2017 to Aug 2018
- Northridge High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 7580443
- Firm CRD
- 5393