Jonathan Mouavangsou

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

• 06/2021 → 03/2023
  Charles Schwab & Co., Inc
  Edina, MN
• 09/2016 → 06/2017
  Jumpstart
  Los Angeles, CA
• 06/2017 → 06/2019
  Bruin Leaders Project
  Los Angeles, CA
• 08/2019 → 04/2020
  The Montgomery Summit
  Santa Monica, CA
• 08/2016 → 09/2016
  Ucla
  Los Angeles, CA
• 05/2020 → 08/2020
  Unemployed
  Woodbury, MN
• 09/2020 → 02/2021
  Mayo Clinic
  Rochester, MN
• 03/2021 → 05/2021
  Unemployed
  Woodbury, MN
• 03/2023 → 03/2024
  U.S. Bancorp Investments, Inc.
  St. Paul, MN
• 03/2024 → Present
  Charles Schwab & Co., Inc.
  Woodbury, MN
• 03/2024 → Present
  Charles Schwab Bank, Ssb
  Woodbury, MN

Previous Registrations

• 2023-03-16 → 2024-03-14
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
• 2022-12-08 → 2023-03-14
  Charles Schwab & Co., Inc.
  Edina, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-06
• S63 Uniform Securities Agent State Law Examination
  2022-09-03