Jan Gewont

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2017
  Dws Investments Distributors Inc
  Chicago, IL
• 09/2017 → 01/2021
  Td Ameritrade
  Northbrook, IL
• 02/2021 → 12/2022
  Td Ameritrade
  Naperville, IL
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Naperville, IL
• 11/2023 → Present
  Charles Schwab Bank
  Naperville, IL

Previous Registrations

• 2021-02-16 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Naperville, IL
• 2021-02-16 → 2022-10-14
  Td Ameritrade, Inc.
  Naperville, IL
• 2017-09-26 → 2021-01-11
  Td Ameritrade, Inc.
  Naperville, IL
  Northbrook, IL
• 2017-09-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Northbrook, IL
  Naperville, IL
• 2012-10-12 → 2014-04-02
  Arrow Investment Advisors, Llc
  Laurel, MD
• 2010-03-22 → 2011-11-30
  Edward Jones
  Tinley Park, IL
  Tinley Park, IL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-09-25

Other Names

• Jan Gewont
• Jan Gewont