Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc.
Current
Oct 2022 - Present
AeroLeads people directory · profile
Jonathan Sears, Cfp ®, Mba Email & Phone Number
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
Location
Greater Chicago Area, United States
Who is Jonathan Sears, Cfp ®, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Sears, Cfp ®, Mba is listed as Senior Manager, Wealth Advisor - Schwab Wealth Advisory at Charles Schwab, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jonathan Sears, Cfp ®, Mba.
Jonathan Sears, Cfp ®, Mba previously worked as Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc. at Charles Schwab and VP - Financial Consultant at Charles Schwab. Jonathan Sears, Cfp ®, Mba holds Mba, Finance, Strategic Management from North Central College.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Jonathan Sears, Cfp ®, Mba's masked contact details.
*@schwab.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Sears, Cfp ®, Mba. Compare company email patterns before reaching out.
Profile bio
About Jonathan Sears, Cfp ®, Mba
Jonathan Sears, Cfp ®, Mba is a Senior Manager, Wealth Advisor - Schwab Wealth Advisory at Charles Schwab. He possess expertise in titling and beneficiary designations, charitable giving, trading platform specialist, small business retirement plans, college planning and 6 more skills.
Listed skills include Titling And Beneficiary Designations, Charitable Giving, Trading Platform Specialist, Small Business Retirement Plans, and 7 others.
Current workplace
Jonathan Sears, Cfp ®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 16 years
Jonathan Sears, Cfp ®, Mba work experience
A career timeline built from the work history available for this profile.
Vp - Financial Consultant
Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Apr 2018 - Oct 2022
Private Client Advisor (Vp)
2015 - Apr 2018
Private Client Group- Relationship Manager (Avp)
2011 - Aug 2014
Financial Advisor (Avp)
2014 - 2014
Licensed Financial Sales Consultant
Jun 2010 - Mar 2011
Licensed Financial Consultant
National City Bank/ Natcity Investments
Oct 2007 - Jun 2010
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
LM
Lawrence Morgan
Colleague at Charles SchwabFort Worth, Texas, United States
View →
JB
Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States
View →
RM
R Michael Pollock, Aams®️
Colleague at Charles SchwabSan Antonio, Texas Metropolitan Area, United States
View →
AM
Arly Manigat
Colleague at Charles SchwabAltamonte Springs, Florida, United States
View →
MB
Maruthi Bajantri, Pmp
Colleague at Charles SchwabCharlotte, North Carolina, United States
View →
LP
Lynsey Parker
Colleague at Charles SchwabColorado Springs, Colorado, United States
View →
SV
Sameer V
Colleague at Charles SchwabUnited States
View →
HO
Hunter Ogle
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
PM
Praneeth Margam Cissp
Colleague at Charles SchwabAustin, Texas, United States
View →
KE
Kelly Edwards
Colleague at Charles SchwabFort Worth, Texas, United States
View →
Lawrence Morgan
Colleague at Charles SchwabFort Worth, Texas, United States
View →
JB
Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States
View →
RM
R Michael Pollock, Aams®️
Colleague at Charles SchwabSan Antonio, Texas Metropolitan Area, United States
View →
AM
Arly Manigat
Colleague at Charles SchwabAltamonte Springs, Florida, United States
View →
MB
Maruthi Bajantri, Pmp
Colleague at Charles SchwabCharlotte, North Carolina, United States
View →
LP
Lynsey Parker
Colleague at Charles SchwabColorado Springs, Colorado, United States
View →
SV
Sameer V
Colleague at Charles SchwabUnited States
View →
HO
Hunter Ogle
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
PM
Praneeth Margam Cissp
Colleague at Charles SchwabAustin, Texas, United States
View →
KE
Kelly Edwards
Colleague at Charles SchwabFort Worth, Texas, United States
View →
3 education records
Jonathan Sears, Cfp ®, Mba education
Mba, Finance, Strategic Management
North Central College
B.A., Psychology
Southern Illinois University, Carbondale
Master Of Science (Ms), Financial Planning
College For Financial Planning
FAQ
Frequently asked questions about Jonathan Sears, Cfp ®, Mba
Quick answers generated from the profile data available on this page.
What company does Jonathan Sears, Cfp ®, Mba work for?
Jonathan Sears, Cfp ®, Mba works for Charles Schwab.
What is Jonathan Sears, Cfp ®, Mba's role at Charles Schwab?
Jonathan Sears, Cfp ®, Mba is listed as Senior Manager, Wealth Advisor - Schwab Wealth Advisory at Charles Schwab.
What is Jonathan Sears, Cfp ®, Mba's email address?
AeroLeads has found 1 work email signal at @schwab.com for Jonathan Sears, Cfp ®, Mba at Charles Schwab.
Where is Jonathan Sears, Cfp ®, Mba based?
Jonathan Sears, Cfp ®, Mba is based in Greater Chicago Area, United States while working with Charles Schwab.
What companies has Jonathan Sears, Cfp ®, Mba worked for?
Jonathan Sears, Cfp ®, Mba has worked for Charles Schwab, J.P. Morgan, Pnc Bank, N.A., and National City Bank/ Natcity Investments.
Who are Jonathan Sears, Cfp ®, Mba's colleagues at Charles Schwab?
Jonathan Sears, Cfp ®, Mba's colleagues at Charles Schwab include Lawrence Morgan, Josh Baker, R Michael Pollock, Aams®️, Arly Manigat, and Maruthi Bajantri, Pmp.
How can I contact Jonathan Sears, Cfp ®, Mba?
You can use AeroLeads to view verified contact signals for Jonathan Sears, Cfp ®, Mba at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Sears, Cfp ®, Mba attend?
Jonathan Sears, Cfp ®, Mba holds Mba, Finance, Strategic Management from North Central College.
What skills is Jonathan Sears, Cfp ®, Mba known for?
Jonathan Sears, Cfp ®, Mba is listed with skills including Titling And Beneficiary Designations, Charitable Giving, Trading Platform Specialist, Small Business Retirement Plans, College Planning, Executive Compensation Planning, Asset Allocation, and Investments.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial