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Joshua Keith Manners

Charles Schwab & Co., Inc.

Liberty Township, OH

Cincinnati, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-22
  • OH RA
    APPROVED
    Since 2025-11-22

Branch Locations

6862 Liberty Plaza Drive Suite 100, Liberty Township, OH 45044 • United States

7835 Kenwood Road, Cincinnati, OH 45236 • 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
Ohio National Financial Services Cincinnati OH 10/2016 10/2018
Western And Southern Financial Group Cincinnati OH 09/2015 10/2016
Ohio National Equities Cincinnati OH 12/2016 10/2018
Ultimus Fund Solutions, Llc Cincinnati OH 10/2018 01/2022
Ultimus Fund Distributors, Llc Cincinnati OH 10/2018 01/2022
Morgan Stanley Smith Barney Llc Cincinnati OH 01/2022 06/2023
Ameriprise Financial Services, Llc Cincinnati OH 06/2023 11/2025
Charles Schwab & Co., Inc. Liberty Township OH 11/2025 Present
Charles Schwab Bank, Ssb Liberty Township OH 11/2025 Present
  • 10/2016 → 10/2018
    Ohio National Financial Services
    Cincinnati, OH
  • 09/2015 → 10/2016
    Western And Southern Financial Group
    Cincinnati, OH
  • 12/2016 → 10/2018
    Ohio National Equities
    Cincinnati, OH
  • 10/2018 → 01/2022
    Ultimus Fund Solutions, Llc
    Cincinnati, OH
  • 10/2018 → 01/2022
    Ultimus Fund Distributors, Llc
    Cincinnati, OH
  • 01/2022 → 06/2023
    Morgan Stanley Smith Barney Llc
    Cincinnati, OH
  • 06/2023 → 11/2025
    Ameriprise Financial Services, Llc
    Cincinnati, OH
  • 11/2025 → Present
    Charles Schwab & Co., Inc.
    Liberty Township, OH
  • 11/2025 → Present
    Charles Schwab Bank, Ssb
    Liberty Township, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-04-11
Other Names
  • Josh Manners

View on SEC IAPD

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Other Offices

PNC WEALTH MANAGEMENT LLC · Liberty Township, OH
HORNOR, TOWNSEND & KENT, LLC · WEST CHESTER, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WEST CHESTER, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
MML INVESTORS SERVICES, LLC · Liberty Township, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Liberty Township, OH

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