Jonathan Cortes, financial advisor Encino CA

Jonathan Cortes

CRD Number: 7048114
Current Firm: Charles Schwab & Company, Inc.

Jonathan Cortes (CRD# 7048114) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Encino, CA May 2020 - Current 2
Charles Schwab Bank Ssb Encino, CA May 2020 - Current 2
Axa Advisors, LLC New York, NY Oct 2019 - May 2020 < 1
Sonora Bakery Los Angeles, CA Sep 2019 - Oct 2019 < 1
Unemployed Los Angeles, CA Jul 2019 - Aug 2019 < 1
Merrill Lynch Oakland, CA Jun 2019 - Jun 2019 < 1
Northwestern Mutual Walnut Creek, CA Nov 2018 - Jun 2019 < 1
Starbucks Lafayette, CA Feb 2019 - May 2019 < 1
Starbucks Lafayette, CA Jun 2018 - Dec 2018 < 1
Baron Hr Los Angeles, CA May 2017 - Aug 2018 1
Saint Mary's College - Joseph Alioto Recreational Center Moraga, CA Aug 2015 - Aug 2018 3
Unemployed Los Angeles, CA Oct 2009 - Aug 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jonathan D. Cortes
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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