Jonathan Beck Schooley

CRD 4503651 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Beck Schooley; Jonathan B Schooley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 24Series 65Series 63
Registered states (30): Alaska · Arizona · California · Colorado · Connecticut · Florida · Hawaii · Idaho · Illinois · Iowa · Kentucky · Maryland · Missouri · Nebraska · Nevada · New Jersey · New York · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wyoming
Years in the industry (source record): 22
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 (11)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

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

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

start not retrieved → present
Rwa Wealth Partners
Addison, TX · IA capacity

Nov 3, 2023 → Dec 19, 2023
Polaris Wealth Advisory Group
Addison, TX · IA capacity

Feb 25, 2022 → Nov 7, 2023
Ally Invest Advisors
Argyle, TX · IA capacity

Oct 6, 2021 → Mar 8, 2022
Ally Invest Securities LLC
Charlotte, NC · BC capacity

Aug 30, 2021 → Mar 8, 2022
Td Ameritrade, Inc.
Southlake, TX · IA capacity

Sep 21, 2006 → Apr 20, 2021
Td Ameritrade, Inc.
Southlake, TX · BC capacity

Apr 22, 2006 → Apr 20, 2021
Td Ameritrade Investment Management, LLC
Southlake, TX · IA capacity

May 6, 2004 → Apr 20, 2021
Ameritrade, Inc.
Fort Worth, TX · BC capacity

Oct 16, 2003 → Apr 22, 2006

Source & corrections

Where this page comes from

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