Jonathan Jansky, financial advisor Northbrook IL
89 score

Jonathan Jansky

CRD Number: 6171953
Current Firm: Charles Schwab & Company, Inc.

Jonathan Jansky (CRD# 6171953) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Northbrook, IL Jun 2016 - Current < 1
Charles Schwab &co., Inc. Northbrook, IL Jun 2016 - Current < 1
After School Of Rock Hawthorn Woods, IL Sep 2014 - Current 2
Moon Money Des Plains, IL Mar 2014 - Current 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2016 1
Morgan Stanley Deerfield, IL Aug 2014 - Jun 2016 1
Morgan Stanley Chicago, IL Mar 2013 - Aug 2014 1
Consumers Credit Union Gurnee, IL Nov 2012 - Mar 2013 < 1
Victor Ford Wauconda, IL Sep 2012 - Nov 2012 < 1
Self Employed Hawthorn Woods, IL Jul 2011 - Sep 2012 1
Generous Deals Chicago, IL Jun 2011 - Jul 2011 < 1
Morgan Stanley Chicago, IL Feb 2011 - Jun 2011 < 1
University Of Illinois Chicago, IL Dec 2010 - Feb 2011 < 1
Caterpillar, Inc. Peoria, IL Aug 2010 - Dec 2010 < 1
University Of Illinois Chicago, IL Feb 2010 - Aug 2010 < 1
Norstates Bank Waukegan, IL Dec 2009 - Jan 2010 < 1
University Of Illinois Chicago, IL Aug 2009 - Dec 2009 < 1
Norstates Bank Waukegan, IL Jun 2009 - Aug 2009 < 1
University Of Illinois Chicago, IL Feb 2009 - Jun 2009 < 1
Norstates Bank Round Lake, IL Dec 2008 - Jan 2009 < 1
University Of Illinois Chicago, IL Aug 2008 - Dec 2008 < 1
Norstates Bank Round Lake, IL Dec 2001 - Aug 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jonathan R. Jansky
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IL
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, MA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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