Jonathan Adam Greene

CRD 2580061 · Charles Schwab & Co., Inc. · Orlando, FL

IA RegisteredBroker

Also appears in the source record as: Jonathan A Greene; Jonothan A Greene; Jonathan Greene

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 65Series 63
Registered states (36): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 31
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 (12)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Orlando, FL · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Orlando, FL · IA capacity

start not retrieved → present
Edward Jones
Orlando, FL · IA capacity

Jun 11, 2018 → Oct 15, 2021
Edward Jones
Orlando, FL · BC capacity

Jun 8, 2018 → Oct 15, 2021
Capital Guardian Wealth Management, LLC
Winter Park, FL · IA capacity

Mar 28, 2011 → Jul 2, 2018
Kovack Securities Inc.
Winter Park, FL · BC capacity

Jun 6, 2017 → Jun 12, 2018
Capital Guardian, LLC
Winter Park, FL · BC capacity

Mar 28, 2011 → Jun 8, 2017
Wells Fargo Advisors, LLC
Lake Mary, FL · IA capacity

Mar 2, 2005 → Mar 28, 2011
Wells Fargo Advisors, LLC
Lake Mary, FL · BC capacity

Feb 18, 2005 → Mar 28, 2011
Merrill Lynch Pierce Fenner & Smith Inc.
Winter Park, FL · IA capacity

Mar 10, 1995 → Feb 15, 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Mar 7, 1995 → Feb 15, 2005

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2580061 ↗ FINRA BrokerCheck record for CRD 2580061 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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