Jonathan Gallashaw, financial advisor Scarsdale NY

Jonathan Gallashaw

CRD Number: 5120687
Current Firm: Charles Schwab & Company, Inc.

Jonathan Gallashaw (CRD# 5120687) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scarsdale, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tdameritrade Scarsdale, NY Jul 2021 - Current 1
Unemployed Yonkers, NY Nov 2020 - Jul 2021 < 1
Tiaa White Plains, NY Jan 2016 - Nov 2020 4
Tiaa-cref Individual & Institutional Services, LLC White Plains, NY Jan 2016 - Nov 2020 4
Capital One Investing, LLC New York, NY Jan 2015 - Jan 2016 1
Capital One Advisors, LLC Seattle, WA Jan 2015 - Jan 2016 1
Capital One Financial Advisors Melville, NY Nov 2012 - Jan 2015 2
Capital One Investment Services, LLC Melville, NY Nov 2012 - Jan 2015 2
J.p. Morgan Securities LLC New York, NY Oct 2012 - Nov 2012 < 1
Jp Morgan Chase Bank Na Manhattan, NY Jul 2008 - Nov 2012 4
Chase Investment Services Corp. Manhattan, NY Jul 2008 - Oct 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Jonathan C. Gallashaw
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NY
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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