Adviser and broker representative · Schwab Wealth Advisory, Inc.
Jonathan R. Wilkin
CRD 5714124 · Indianapolis, IN
At a glance
Jonathan R. Wilkin is an investment adviser representative with Schwab Wealth Advisory, Inc. in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2010, about 16 years ago. Jonathan is also registered as a broker representative.
Current advisory firm
- Schwab Wealth Advisory, Inc.Since October 2015Indianapolis, IN · $0M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.