Jonathan K Crowell

CRD 2278318 · Charles Schwab & Co., Inc. · Lone Tree, CO

Broker

Also appears in the source record as: Jonathan Knight Crowell Jr; Jonathan Knight Crowell; Jonathan Crowell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (8): Series 99TOSIESeries 7Series 55Series 4Series 24Series 8Series 63
Registered states (2): Colorado · Texas
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (10)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Tiaa-Cref Individual & Institutional Services, LLC
Denver, CO · BC capacity

Jan 25, 2011 → Dec 18, 2024
Generic Trading Of Philadelphia, LLC
New York, NY · BC capacity

Apr 20, 2006 → Jun 28, 2006
Carlin Equities, LLC
Denver, CO · BC capacity

Dec 12, 2005 → Jun 28, 2006
Electronic Trading Group, LLC
Denver, CO · BC capacity

Sep 18, 2003 → Nov 23, 2005
Assent LLC
Bolingbrook, IL · BC capacity

Mar 3, 2003 → Aug 19, 2003
Andover Brokerage, L.L.C.
Montebello, NY · BC capacity

Oct 18, 2001 → Mar 3, 2003
Market Wise Securities, Inc.
Chicago, IL · BC capacity

Feb 3, 1999 → Jul 27, 2001
Invesco Funds Group, Inc.
Houston, TX · BC capacity

Jan 10, 1994 → Apr 13, 1995
Olde Discount Corporation
Detroit, MI · BC capacity

Nov 16, 1992 → Jul 14, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2278318 ↗ FINRA BrokerCheck record for CRD 2278318 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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