Jonathan Carl Crosby

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

• 07/2013 → 06/2017
  Bbva Securities Inc.
  Birmingham, AL
• 01/2019 → 12/2020
  Private Client Services
  Birmingham, AL
• 06/2017 → 12/2018
  Regions Bank
  Birmingham, AL
• 12/2018 → 01/2019
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 09/2021 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2021 → 04/2021
  Protective Life Corporation
  Birmingham, AL
• 05/2021 → 08/2021
  Unemployed
  Birminhgam, AL

Previous Registrations

• 2019-02-04 → 2020-12-22
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 2015-08-05 → 2017-06-21
  Pnc Managed Account Solutions, Inc.
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2015-03-05

Designations

• Certified Financial Planner

Other Names

• Jonathan C Crosby
• Jonathan Crosby