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Jonathan Joseph Massegee

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-05
  • TX RA
    APPROVED
    Since 2022-10-05

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc Southlake TX 02/2016 02/2023
Charles Schwab & Co., Inc. Westlake TX 10/2022 Present
Previous Registrations
  • 2016-02-25 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Westlake, TX
  • 2016-02-25 → 2021-04-29
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
  • 2015-10-22 → 2016-03-03
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lewisville, TX
    Plano, TX
    Dallas, TX
    Plano, TX
    Plano, TX
    Frisco, TX
  • 2014-01-01 → 2015-09-24
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-27
S63 Uniform Securities Agent State Law Examination 2013-01-22
  • S66 Uniform Combined State Law Examination
    2013-12-27
  • S63 Uniform Securities Agent State Law Examination
    2013-01-22

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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