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Jonathan Robert Sawyer

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6723174

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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 2018-09-28
  • CO RA
    APPROVED
    Since 2018-09-28

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Unemployed Aurora CO 08/2016 10/2016
Scottrade, Inc. Westminster CO 11/2016 03/2018
Charles Schwab & Co., Inc. Lone Tree CO 05/2018 Present
  • 08/2016 → 10/2016
    Unemployed
    Aurora, CO
  • 11/2016 → 03/2018
    Scottrade, Inc.
    Westminster, CO
  • 05/2018 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Other Businesses

1) TOCA Football | Investment Related:No|2400 Central Park Blvd|Denver|Colorado|80238|United States|Sports/Physical Recreation|TOCA Trainer|10/30/2025|Less than 20|0|Training youth in soccer and sports conditioning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
S63 Uniform Securities Agent State Law Examination 2017-03-10
  • S66 Uniform Combined State Law Examination
    2018-09-28
  • S63 Uniform Securities Agent State Law Examination
    2017-03-10

View on SEC IAPD

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