Jonathan CortesCRD 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.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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