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Jonathon R Mahilo

Schwab Wealth Advisory, Inc.

Richfield, OH

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-05
OH RA APPROVED 2021-11-02
  • TX RA
    APPROVED_RES
    Since 2022-01-05
  • OH RA
    APPROVED
    Since 2021-11-02

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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 01/2014 Present
Schwab Wealth Advisory, Inc. Richfield OH 10/2021 Present
Other Businesses

Pocket Eight LLC|Investment Related:No|Graphic Design Services|Co-Founder|2023-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Manage the Online Site

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-03
  • S66 Uniform Combined State Law Examination
    2014-07-03
Other Names
  • Jon Mahilo

View on SEC IAPD

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Kurt U Shore
BRADFORD CHARLES BURGESS
MARCI M STEWART
Elizabeth Loveman
HARLYNN J M J HOBBS

Other Offices

CHARLES SCHWAB & CO., INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH
EDWARD JONES · Richfield, OH
RABE INVESTMENT CONSULTING GROUP · RICHFIELD, OH
SIKICH FINANCIAL · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Richfield, OH

More in Richfield, OH

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