Jonathan Scott Stuart

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

• 06/2009 → 10/2017
  Windhaven Investment Management
  Boston, MA
• 10/2017 → 09/2019
  Unemployed
  Waban, MA
• 09/2019 → 03/2021
  Jason D'ENtremont
  Woburn, MA
• 09/2019 → 03/2021
  Northwestern Mutual Investment Services
  Woburn, MA
• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Boston, MA
• 03/2021 → Present
  Schwab Wealth Advisory Inc
  Boston, MA

Previous Registrations

• 2010-11-10 → 2017-04-18
  Windhaven Investment Management, Inc.
  Boston, MA
• 2009-06-26 → 2010-11-18
  Windward Investment Management Inc
  Boston, MA

Other Businesses

1) Worcester Academy | Investment Related:No|81 Providence Street|Worcester|MA|01604|USA|Nonprofit Charitable Organizations|Board of Trustees|9/28/2012|Less than 20|0|As a trustee, I offer my opinion on the school's strategic direction.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-15
• S63 Uniform Securities Agent State Law Examination
  2020-01-31
• S66 Uniform Combined State Law Examination
  2009-06-24

Designations

• Certified Financial Planner

Other Names

• Jon Stuart
• Jonathan Scott Stuart
• Jon Stuart
• Jonathan S Stuart
• Jonatan Scott Stuart