Jonathan Beck Schooley

Current Employers

Employment History

• 06/2002 → 04/2021
  Ameritrade, Inc.
  Fort Worth, TX
• 04/2006 → 04/2021
  Td Waterhouse Investor Services, Inc.
  Fort Worth, TX
• 08/2021 → 06/2022
  Ally Invest Securities Llc
  Lewisville, TX
• 04/2021 → 08/2021
  Unemployed
  Argyle, TX
• 06/2022 → 11/2023
  Polaris Wealth Advisory Group, Llc
  Southlake, TX
• 11/2023 → 12/2023
  Rwa Wealth Partners, Llc
  Newton, MA
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2024 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Previous Registrations

• 2023-11-03 → 2023-12-19
  Rwa Wealth Partners
  Boston, MA
  Addison, TX
• 2022-02-25 → 2023-11-07
  Polaris Wealth Advisory Group
  Addison, TX
• 2021-10-06 → 2022-03-08
  Ally Invest Advisors
  Argyle, TX
  Charlotte, NC
• 2006-09-21 → 2021-04-20
  Td Ameritrade, Inc.
  Westlake, TX
  Fort Worth, TX
  Fort Worth, TX
• 2004-05-06 → 2021-04-20
  Td Ameritrade Investment Management, Llc
  Ft. Worth, TX
  Southlake, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-15
• S63 Uniform Securities Agent State Law Examination
  2003-10-22

Other Names

• Jonathan B Schooley
• Beck Schooley