Max Jonnaert

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

• 08/2022 → 12/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2020 → 04/2022
  Clean Skies Technologies
  Phoenix, AZ
• 08/2020 → 11/2020
  National Republican Senate Com
  Phoenix, AZ
• 08/2019 → 08/2020
  Aertworks Llc
  San Clemente, CA
• 08/2018 → 05/2022
  Full Time Education
  Tempe, AZ
• 01/2024 → 01/2026
  J.P. Morgan Securities, Llc
  Tempe, AZ
• 08/2022 → 12/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2022 → 08/2022
  Unemployed
  Tempe, AZ
• 01/2014 → 08/2019
  Unemployed
  San Clemente, CA
• 01/2024 → 01/2026
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2026 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2025-03-03 → 2026-01-18
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Plano, TX
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04
• S63 Uniform Securities Agent State Law Examination
  2023-07-24

Other Names

• Max Jonnaert
• Maximilian Jonnaert