Jonathan Wang, financial advisor Brea CA

Jonathan Wang

CRD Number: 6108416
Current Firm: Charles Schwab & Company, Inc.

Jonathan Wang (CRD# 6108416) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brea, CA and has over 11 years of experience in the finance industry. Jonathan Wang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Brea, CA Jan 2018 - Current 6
Charles Schwab Bank Brea, CA Jan 2018 - Current 6
Fidelity Brokerage Services LLC Mountain View, CA Nov 2016 - Dec 2017 1
Td Ameritrade San Mateo, CA Dec 2014 - Oct 2016 1
Axa Advisors, LLC New York, NY Apr 2013 - Dec 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jonathan H. Wang
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, AZ, 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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