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Director, Managing Director and Head of Advisor Services · Charles Schwab & Co., Inc.

Jonathan Scott Beatty

CRD 2429276 · Named on Form ADV at one SEC-registered adviser

At a glance

Charles Schwab & Co., Inc., an SEC-registered broker-dealer firm based in SAN Francisco, CA with $0 in regulatory assets, lists Jonathan Scott Beatty on its Form ADV as Director, Managing Director and Head of Advisor Services, a control person.

Firms and roles

  • Charles Schwab & Co., Inc.Director, Managing Director and Head of Advisor ServicesBroker-dealer firm · SAN Francisco, CA · $0M in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Dennis Willard HowardManaging Director and Chief Information Officer, Charles Schwab & Co., Inc.
  • Jeffrey Harold StarrManaging Director, and Operational Services and Principal Operations Officer, Charles Schwab & Co., Inc.
  • Charles NicholsManaging Director and Broker Dealer & Investment Advisor Chief Compliance Officer, Charles Schwab & Co., Inc.
  • Jonathan M CraigPresident, Director, Managing Director and Head of Investor Services and Marketing, Charles Schwab & Co., Inc.
  • Michael Daniel VerdeschiManaging Director and Chief Financial Officer and Principal Financial Officer, Director, Charles Schwab & Co., Inc.

1 more person named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.