Best Investors Account Sign in

Jonathan Sewell

Charles Schwab & Co., Inc.

Naples, FL

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
  • FL RA
    APPROVED
    Since 2026-03-20

Branch Locations

375 Fifth Ave South Suite 101, Naples, FL 34102 • 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. Richfield OH 02/2011 11/2022
Charles Schwab Bank Richfield OH 07/2015 11/2022
Empower Financial Services, Inc. Greenwood Village CO 12/2022 03/2023
Pnc Investments Orrville OH 01/2024 02/2026
Unemployed Akron OH 03/2023 01/2024
Charles Schwab & Co., Inc. Naples FL 02/2026 Present
Charles Schwab Bank, Ssb Naples FL 02/2026 Present
  • 02/2011 → 11/2022
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 07/2015 → 11/2022
    Charles Schwab Bank
    Richfield, OH
  • 12/2022 → 03/2023
    Empower Financial Services, Inc.
    Greenwood Village, CO
  • 01/2024 → 02/2026
    Pnc Investments
    Orrville, OH
  • 03/2023 → 01/2024
    Unemployed
    Akron, OH
  • 02/2026 → Present
    Charles Schwab & Co., Inc.
    Naples, FL
  • 02/2026 → Present
    Charles Schwab Bank, Ssb
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-12
  • S66 Uniform Combined State Law Examination
    2009-06-12
Other Names
  • Jonathan Harold Sewell
  • Jonathan Harold Sewell
  • Jonathan Sewell

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor