Jonathan Schnell, financial advisor Morgantown WV
93 score

Jonathan Schnell

CRD Number: 5370182
Current Firm: Advice And Planning Services

Jonathan Schnell (CRD# 5370182) is an Investment Advisor Representative working at Advice And Planning Services in Morgantown, WV and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Morgantown, WV Feb 2017 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Morgantown, WV Feb 2017 - Current 1
Pnc Investments Uniontown, PA Aug 2014 - Feb 2017 2
Pnc Bank Uniontown, PA Aug 2014 - Feb 2017 2
Allstate Insurance Co Morgantown, WV Aug 2013 - Aug 2014 1
Jonathan E Schnell Morgantown, WV Aug 2013 - Aug 2014 1
Allstate Financial Advisors, LLC Morgantown, WV Aug 2013 - Aug 2014 1
Allstate Financial Services, LLC Morgantown, WV Aug 2013 - Aug 2014 1
Metlife Securities Morgantown, WV Jun 2011 - Jul 2013 2
West Virginia University Morgan Town, WV Jun 2010 - May 2011 < 1
The Huntington Investment Company Columbus, OH Apr 2008 - May 2011 3
Huntington National Bank Morgantown, WV Apr 2008 - May 2011 3
Metlife Securities Inc. Morgantown, WV Jun 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Jonathan E. Schnell
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, 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
93
Clean Record
This advisor has a clean track record with regulators.

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