Jonathan Sawyer, financial advisor Lone Tree CO

Jonathan Sawyer

CRD Number: 6723174
Current Firm: Charles Schwab & Company, Inc.

Jonathan Sawyer (CRD# 6723174) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO May 2018 - Current 3
Scottrade, Inc. Westminster, CO Nov 2016 - Mar 2018 1
Unemployed Aurora, CO Aug 2016 - Oct 2016 < 1
Ebner Camps Bantam, CT Jun 2016 - Aug 2016 < 1
Colorado State University - Pueblo Pueblo, CO Aug 2012 - May 2016 3
Colorado State University - Pueblo Pueblo, CO Aug 2011 - May 2016 4
Land Title Guarantee Company Greenwood Village, CO May 2015 - Aug 2015 < 1
E-470 Aurora, CO Jun 2014 - Aug 2014 < 1
Einsteins Bagels Centennial, CO Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Jonathan R. Sawyer
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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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