Adam T Schoenwald

Charles Schwab & Co., Inc.

Lake Zurich, IL

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-06-06

IL RA
APPROVED

Since 2022-06-06

Branch Locations

430 S Rand Rd. Suite 140, Lake Zurich, IL 60047 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Mundelein	IL	10/2012	06/2022
Charles Schwab & Co., Inc.	Lake Zurich	IL	06/2022	Present

10/2012 → 06/2022

J.P. Morgan Securities Llc

Mundelein, IL
06/2022 → Present

Charles Schwab & Co., Inc.

Lake Zurich, IL

Previous Registrations

2012-10-01 → 2022-06-04

J.P. Morgan Securities Llc

Mundelein, IL

Mundelein, IL

Vernon Hills, IL

Long Grove, IL

Buffalo Grove, IL

Buffalo Grove, IL
2012-08-15 → 2012-10-01

Chase Investment Services Corp.

Vernon Hills, IL

Mundelein, IL

Mundelein, IL
2010-09-01 → 2012-08-15

Lpl Financial Llc

Des Plaines, IL

Schaumburg, IL

San Diego, CA
2009-08-21 → 2010-09-13

Valic Financial Advisors, Inc.

Chicago, IL
2008-09-26 → 2009-08-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Deer Park, IL
2005-06-21 → 2008-10-03

Ameriprise Financial Services, Llc

Chicago, IL

Rosemont, IL

Other Businesses

1) Adam T. Schoenwald | Investment Related:No|Performing/Fine Arts|Musician|9/1/2010|Less than 20|0|Perform in musical acts on the weekends

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-20

S66 Uniform Combined State Law Examination

2005-06-20

Designations

Other Names

Adam Todd Schoenwald
Adam T Schoenwald

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

FIFTH THIRD SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

HIGHPOINT PLANNING PARTNERS

Other Investors

Melanie M Sheedy

Michael R Rymsza

TERESA T FERRER

Kyle John Haley

Jennifer F Neighbors

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE ZURICH, IL

FIFTH THIRD SECURITIES, INC. · LAKE ZURICH, IL

EDWARD JONES · LAKE ZURICH, IL

EDWARD JONES · LAKE ZURICH, IL

TRUEMAN BROWN · LAKE ZURICH, IL

CETERA INVESTMENT ADVISERS LLC · LAKE ZURICH, IL

EDWARD JONES · LAKE ZURICH, IL

STATE FARM INVESTMENT MANAGEMENT CORP. · Lake Zurich, IL

More in Lake Zurich, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor