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Jonathon Brantly Miller

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7588994

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-26
TX RA APPROVED 2022-12-19
  • CO RA
    APPROVED
    Since 2024-03-26
  • TX RA
    APPROVED
    Since 2022-12-19

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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. Westlake TX 09/2022 Present
J.P. Morgan Chase Colorado Springs CO 06/2017 07/2021
Student Colorado Springs CO 08/2013 08/2017
Bed Bath And Beyond Colorado Springs CO 08/2016 01/2018
J.P. Morgan Chase Colorado Springs CO 07/2021 06/2022
J.P. Morgan Chase Colorado Springs CO 06/2022 08/2022
Charles Schwab Bank Westake TX 11/2023 Present
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2017 → 07/2021
    J.P. Morgan Chase
    Colorado Springs, CO
  • 08/2013 → 08/2017
    Student
    Colorado Springs, CO
  • 08/2016 → 01/2018
    Bed Bath And Beyond
    Colorado Springs, CO
  • 07/2021 → 06/2022
    J.P. Morgan Chase
    Colorado Springs, CO
  • 06/2022 → 08/2022
    J.P. Morgan Chase
    Colorado Springs, CO
  • 11/2023 → Present
    Charles Schwab Bank
    Westake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
  • S66 Uniform Combined State Law Examination
    2022-12-19
Other Names
  • Jon Miller

View on SEC IAPD

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