Jonathan C Wang

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-05-11

WA RA
APPROVED

Since 2026-05-11

Branch Locations

11100 Ne 8Th St. Suite 300, Bellevue, WA 98004 • 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
Charles Schwab & Co., Inc.	Seattle	WA	08/2018	Present
Purdue University	West Lafayette	IN	08/2014	05/2018
Charles Schwab Bank, Ssb	Bellevue	WA	05/2020	05/2026
Schwab Wealth Advisory, Inc.	Seattle	WA	05/2026	Present

08/2018 → Present

Charles Schwab & Co., Inc.

Seattle, WA
08/2014 → 05/2018

Purdue University

West Lafayette, IN
05/2020 → 05/2026

Charles Schwab Bank, Ssb

Bellevue, WA
05/2026 → Present

Schwab Wealth Advisory, Inc.

Seattle, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-06

S66 Uniform Combined State Law Examination

2019-05-06

View on SEC IAPD

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