Jonathan Scott Mrozek

Schwab Wealth Advisory, Inc.

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Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-17

FL RA
APPROVED

Since 2026-06-17

Branch Locations

1991 Summit Park Drive Orlando, Orlando, FL 32810 • 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
Schwab Wealth Advisory, Inc.	Orlando	FL	06/2026	Present
Unemployed	Lake Mary	FL	02/2024	04/2024
Duckhorn Portfolio	Saint Helena	CA	03/2019	01/2024
Blue River Technology	Santa Clara	CA	02/2023	07/2023
Treasury Wine Estates	Napa	CA	06/2018	03/2019
University Of Illinois	Urbana	IL	05/2017	06/2018
Full Time Education	Urbana	IL	08/2013	05/2017
Charles Schwab & Co., Inc.	Orlando	FL	04/2024	Present

06/2026 → Present

Schwab Wealth Advisory, Inc.

Orlando, FL
02/2024 → 04/2024

Unemployed

Lake Mary, FL
03/2019 → 01/2024

Duckhorn Portfolio

Saint Helena, CA
02/2023 → 07/2023

Blue River Technology

Santa Clara, CA
06/2018 → 03/2019

Treasury Wine Estates

Napa, CA
05/2017 → 06/2018

University Of Illinois

Urbana, IL
08/2013 → 05/2017

Full Time Education

Urbana, IL
04/2024 → Present

Charles Schwab & Co., Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-06
S63	Uniform Securities Agent State Law Examination	2024-07-30

S66 Uniform Combined State Law Examination

2025-08-06
S63 Uniform Securities Agent State Law Examination

2024-07-30

Other Names

Jack Mrozek

View on SEC IAPD

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