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Jonathan Christopher Erb

Charles Schwab & Co., Inc.

Chestnut Hill, MA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2022-05-26
TX RA APPROVED 2021-06-28
  • VT RA
    APPROVED
    Since 2022-05-26
  • TX RA
    APPROVED
    Since 2021-06-28

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
Charles Schwab & Co., Inc. Chestnut Hill MA 08/2020 Present
Techconnect Austin TX 05/2017 08/2019
Seaport Grille Gloucester MA 06/2012 08/2018
University Of Maryland-College Park College Park MD 08/2016 08/2020
Charles Schwab Bank, Ssb Chestnut Hill MA 01/2022 Present
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 05/2017 → 08/2019
    Techconnect
    Austin, TX
  • 06/2012 → 08/2018
    Seaport Grille
    Gloucester, MA
  • 08/2016 → 08/2020
    University Of Maryland-College Park
    College Park, MD
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-28
  • S66 Uniform Combined State Law Examination
    2021-06-28
Other Names
  • Jonathan Erb

View on SEC IAPD

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STRATEGIC ADVISERS LLC
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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Other Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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