Jonathan Smilie

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 05/2017 → 03/2020
  Life Science Logistics, Llc
  Dfw Airport, TX
• 07/2019 → 11/2020
  Fetchandcat
  Duncanville, TX
• 08/2021 → 01/2022
  New York Life
  Dallas, TX
• 01/2022 → 03/2023
  Fidelity Investments
  Westlake, TX
• 04/2023 → 07/2024
  J.P. Morgan Securities Llc
  Allen, TX
• 04/2023 → 07/2024
  Jp Morgan Chase Bank, N.A.
  Allen, TX
• 12/2014 → 01/2022
  Living Tree Services
  Duncanville, TX
• 06/2022 → 03/2023
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 01/2022 → 03/2023
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2024 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Dallas, TX
• 01/2018 → 05/2019
  Full Time Education
  Arlington, TX
• 07/2019 → 08/2020
  Full Time Education
  Dallas, TX
• 10/2022 → 05/2025
  Full Time Education
  Lynchburg, VA
• 08/2024 → 04/2026
  Bank Of America, N.A.
  Dallas, TX

Previous Registrations

• 2024-08-15 → 2026-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2023-04-04 → 2024-07-30
  J.P. Morgan Securities Llc
  Allen, TX
• 2022-06-10 → 2023-04-07
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

1) Living Tree Services | Investment Related:No|Retail|Sole Proprietor|6/1/2026|Less than 20|0|help client base with requests regarding tree/lawn care, 2) Pillar Business Solutions, LLC | Investment Related:No|Retail|Owner|8/18/2026|Less than 20|0|Pillar Business Solutions, LLC will provide non-investment-related business development and market research services to industrial and energy companies, including identifying purchasers of power-generation equipment and supporting related sales efforts. Compensation will consist of a percentage-based success fees/commissions calculated from the completed sale of industrial equipment.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-24

Other Names

• Jonathan K Smilie
• Jiangsheng Sima