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Jon Jacob Oling

Charles Schwab & Co., Inc.

Tacoma, WA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-12
  • WA RA
    APPROVED
    Since 2025-11-12

Branch Locations

1148 Broadway Suite 110, Tacoma, WA 98402-3589 • 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
Fidelity Brokerage Services Llc Boston MA 07/2013 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Fidelity Investments Boston MA 03/2025 10/2025
Charles Schwab & Co., Inc. Tacoma WA 10/2025 Present
Charles Schwab Bank, Ssb Tacoma WA 10/2025 Present
  • 07/2013 → 07/2018
    Fidelity Brokerage Services Llc
    Boston, MA
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Tacoma, WA
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Tacoma, WA
Previous Registrations
  • 2025-03-31 → 2025-10-20
    Strategic Advisers Llc
    Peoria, AZ
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Peoria, AZ
  • 2016-06-22 → 2018-07-13
    Strategic Advisers Llc
    Bellevue, WA
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-01
S63 Uniform Securities Agent State Law Examination 2014-07-01
  • S66 Uniform Combined State Law Examination
    2015-06-01
  • S63 Uniform Securities Agent State Law Examination
    2014-07-01
Other Names
  • Jon Jacob Oling
  • Jon Oling

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Tacoma, WA
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