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Sebastian Jonathan O'NEal

Charles Schwab & Co., Inc.

Atlanta, GA

Sandy Springs, GA

CRD 2237252

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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
TX RA APPROVED_RES 2019-01-02
GA RA APPROVED 2003-04-01
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • GA RA
    APPROVED
    Since 2003-04-01

Branch Locations

3314 Peachtree Road, Atlanta, GA 30326-1001 • United States

1105 Hammond Drive, Sandy Springs, GA 30328 • 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
Charles Schwab & Co., Inc. Atlanta GA 01/1996 Present
Charles Schwab Bank Atlanta GA 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-23
S63 Uniform Securities Agent State Law Examination 1992-09-18
  • S65 Uniform Investment Adviser Law Examination
    1993-04-23
  • S63 Uniform Securities Agent State Law Examination
    1992-09-18
Other Names
  • Sebastian Jonathan Oneal
  • John Sebastian Glass
  • Jonathan Sebastian Oneal
  • Sebastian Jonathon Sebastian O'NEal
  • Jonathan Sebastian O'NEal
  • Sebastian Jonathon Sebastian O'NEal
  • Sebastian Jonathan Sebastian O'NEal

View on SEC IAPD

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