Best Investors Account Sign in

Jonathan Robert Hixon

Charles Schwab & Co., Inc.

Irvine, CA

CRD 8005672

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-20
  • CA RA
    APPROVED
    Since 2025-09-20

Branch Locations

2825 Main Street, Irvine, CA 92614 • 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
OrganizationCityStateFromTo
Mercer Island Country Club Mercer Island WA 01/2020 08/2020
Nordstrom Seattle WA 11/2020 01/2021
Nordstrom Seattle WA 06/2021 08/2021
Nordstrom Newport Beach CA 12/2022 01/2023
Nordstrom Newport Beach CA 06/2023 08/2023
Charles Schwab & Co. Irvine CA 11/2024 Present
Full Time Education Mercer Island WA 06/2015 06/2020
Full Time Education Fort Worth TX 08/2020 05/2024
Unemployed Laguna Beach CA 06/2024 10/2024
Rent-A-Frog-Valet Fort Worth TX 09/2023 11/2023
Hixon Law Firm, Pllc Mercer Island WA 05/2022 08/2022
Charles Schwab Bank Irvine CA 12/2025 Present
  • 01/2020 → 08/2020
    Mercer Island Country Club
    Mercer Island, WA
  • 11/2020 → 01/2021
    Nordstrom
    Seattle, WA
  • 06/2021 → 08/2021
    Nordstrom
    Seattle, WA
  • 12/2022 → 01/2023
    Nordstrom
    Newport Beach, CA
  • 06/2023 → 08/2023
    Nordstrom
    Newport Beach, CA
  • 11/2024 → Present
    Charles Schwab & Co.
    Irvine, CA
  • 06/2015 → 06/2020
    Full Time Education
    Mercer Island, WA
  • 08/2020 → 05/2024
    Full Time Education
    Fort Worth, TX
  • 06/2024 → 10/2024
    Unemployed
    Laguna Beach, CA
  • 09/2023 → 11/2023
    Rent-A-Frog-Valet
    Fort Worth, TX
  • 05/2022 → 08/2022
    Hixon Law Firm, Pllc
    Mercer Island, WA
  • 12/2025 → Present
    Charles Schwab Bank
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Irvine, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor