Jonathan Eric Vera

Charles Schwab & Co., Inc.

CRD 6846306

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-26
AZ	RA	APPROVED	2024-01-30

CA RA
APPROVED

Since 2025-01-26
AZ RA
APPROVED

Since 2024-01-30

Branch Locations

800 El Camino Real Suite 100, Menlo Park, CA 94025-4875 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Menlo Park	CA	08/2017	Present
Oregano's Pizza Bistro	Scottsdale	AZ	11/2016	07/2017
The Gelato Spot	Scottsdale	AZ	11/2015	11/2016
Charles Schwab Bank, Ssb	Menlo Park	CA	03/2024	Present

08/2017 → Present

Charles Schwab & Co., Inc.

Menlo Park, CA
11/2016 → 07/2017

Oregano's Pizza Bistro

Scottsdale, AZ
11/2015 → 11/2016

The Gelato Spot

Scottsdale, AZ
03/2024 → Present

Charles Schwab Bank, Ssb

Menlo Park, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-26
S63	Uniform Securities Agent State Law Examination	2018-01-16

S66 Uniform Combined State Law Examination

2024-01-26
S63 Uniform Securities Agent State Law Examination

2018-01-16

Designations

Certified Financial Planner

Other Names

Eric Vera
Jonathan E Vera

View on SEC IAPD

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