Jonathan Vanderwerff

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2017
  Financial Engines Advisors, L.L.C.
  Phoenix, AZ
• 05/2017 → 12/2018
  Learnvest Inc.
  Scottsdale, AZ
• 08/2018 → 06/2019
  Northwestern Mutual Investment Services, Llc
  Scottsdale, AZ
• 07/2018 → 06/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2019 → 11/2019
  Unemployed
  Phoenix, AZ
• 11/2019 → 12/2019
  Penn Mutual Life Insurance Company
  Millville, NJ
• 12/2019 → 12/2019
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 01/2020 → 09/2021
  A-Advantage Tax And Financial Services
  Phoenix, AZ
• 10/2021 → 08/2025
  My Financial Coach
  Phoenix, AZ
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2017-08-09 → 2018-06-11
  Learnvest Planning Services, Llc
  Scottsdale, AZ
• 2016-01-29 → 2017-05-15
  Edelman Financial Engines
  Phoenix, AZ
• 2015-02-17 → 2016-01-28
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-15
• S63 Uniform Securities Agent State Law Examination
  2007-10-09

Designations

• Certified Financial Planner

Other Names

• Jonathan D Vanderwerff
• Jon David Vanderwerff
• Jonathan David Vanderwerff