Jonathan Thomas Peckron

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

• 10/2013 → 05/2018
  Private Wealth Management
  St. Louis, MO
• 08/2018 → 12/2021
  Td Ameritrade
  St Louis, MO
• 12/2021 → 03/2023
  Schwab Private Client Investment Advisory
  St. Louis, MO
• 12/2021 → 03/2023
  Charles Schwab & Co., Inc.
  St. Louis, MO
• 09/2023 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frontenac, MO
• 03/2023 → 09/2023
  Unemployed
  Ballwin, MO
• 11/2023 → 05/2024
  Bank Of America N.A.
  Frontenac, MO
• 05/2024 → 07/2024
  Lpl Financial Llc
  St. Louis, MO
• 07/2024 → Present
  Charles Schwab
  St. Louis, MO

Previous Registrations

• 2024-05-13 → 2024-07-18
  Lpl Financial Llc
  St. Louis, MO
• 2023-09-28 → 2024-05-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frontenac, MO
• 2021-12-16 → 2023-03-20
  Schwab Wealth Advisory, Inc.
  St. Louis,, MO
• 2018-08-07 → 2022-03-07
  Td Ameritrade Investment Management, Llc
  St Louis, MO
• 2013-10-04 → 2018-05-30
  Lpl Financial Llc
  St. Louis, MO
• 2009-11-17 → 2013-10-04
  National Planning Corporation
  St. Albans Rd, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-31
• S66 Uniform Combined State Law Examination
  2009-11-05

Designations

• Certified Financial Planner

Other Names

• Jon Thomas Peckron
• Jon Thomas Peckron
• Jonathon Peckron
• Jonathan Thomas Peckron
• Jonathan T Peckron