Jonathan Admiral Covington

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

• 10/2018 → 02/2019
  The Chatham Collective
  Richardson, TX
• 06/2014 → 09/2018
  Aerospace Quality Research & Development
  Addison, TX
• 03/2019 → 10/2019
  Axa Advisors, Llc
  Dallas, TX
• 10/2019 → 04/2022
  Purshe Kaplan Sterling Investments
  Dallas, TX
• 06/2020 → 04/2022
  Thrivent Advisor Network, Llc.
  Dallas, TX
• 04/2022 → 08/2025
  The Vanguard Group, Inc.
  Plano, TX
• 02/2025 → 08/2025
  Self Employed
  Richardson, TX
• 08/2025 → Present
  Charles Schwab & Co., Inc.
  Dallas, TX
• 08/2025 → Present
  Charles Schwab Bank, Ssb
  Dallas, TX

Previous Registrations

• 2022-04-29 → 2025-09-05
  Vanguard Advisers, Inc.
  Plano, TX
  Scottsdale, AZ
• 2020-06-23 → 2022-04-18
  Thrivent Advisor Network, Llc
  Dallas, TX
  Minneapolis, MN
• 2019-12-07 → 2020-07-02
  Pks Advisory Services, Llc
  Albany, NY
• 2019-07-11 → 2019-10-31
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-07
• S63 Uniform Securities Agent State Law Examination
  2019-02-04

Designations

• Certified Financial Planner

Other Names

• Jonathan Covington
• Jonathan Admiral Covington