Jonathan Sears
Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc. at Charles Schwab | Greater Chicago Area
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Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc. at Charles Schwab in October 2022 to Present
VP - Financial Consultant at Charles Schwab in April 2018 to October 2022
Private Client Advisor (VP) at J.P. Morgan in January 2015 to April 2018
Private Client Group- Relationship Manager (AVP) at PNC Bank, N.A. in January 2011 to August 2014
Financial Advisor (AVP) at PNC Bank, N.A. in January 2014 to January 2014
Licensed Financial Sales Consultant at PNC Bank, N.A. in June 2010 to March 2011
Licensed Financial Consultant at National City Bank/ NatCity Investments in October 2007 to June 2010
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North Central College, MBA, January 2006 to January 2008
Southern Illinois University, Carbondale, B.A., January 1996 to January 2001
College for Financial Planning, Master of Science (MS)
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Titling and Beneficiary Designations
Charitable Giving
Trading Platform Specialist
Small Business Retirement Plans
College Planning
Executive Compensation Planning
Asset Allocation
Investments
Mutual Funds
401K Rollovers
Strategy
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Discover more about Charles SchwabWhat is Jonathan Sears email address?
Email Jonathan Sears at [email protected] and [email protected]. This email is the most updated Jonathan Sears's email found in 2026.
How to contact Jonathan Sears?
To contact Jonathan Sears send an email to [email protected] or [email protected].
What company does Jonathan Sears work for?
Jonathan Sears works for Charles Schwab
What is Jonathan Sears's role at Charles Schwab?
Jonathan Sears is Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc.
What is Jonathan Sears's Phone Number?
Jonathan Sears's phone (**) *** *** 256
What industry does Jonathan Sears work in?
Jonathan Sears works in the Investment Management industry.
Jonathan Sears Email Addresses
Jonathan Sears Phone Numbers
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