AeroLeads people directory · profile

Jonathan Sears, Cfp ®, Mba Email & Phone Number

Senior Manager, Wealth Advisor - Schwab Wealth Advisory at Charles Schwab
Location: Greater Chicago Area, United States, United States 7 work roles 3 schools
1 work email found @schwab.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@schwab.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
Location
Greater Chicago Area, United States, 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, 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.

View email format View company profile Management contacts
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.

Charles Schwab
Charles Schwab
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
San Francisco
Website
schwab.com
AeroLeads page
Company profile
View company profile Email format
7 roles · 15 years

Jonathan Sears, Cfp ®, Mba work experience

A career timeline built from the work history available for this profile.

Senior Manager, Wealth Advisor - Schwab Wealth Advisory, Inc.

Current
Charles Schwab

Westlake, Texas, US

Oct 2022 - Present

Vp - Financial Consultant

Charles Schwab

Westlake, Texas, US

  • 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.
  • No Bank Guarantee
  • May Lose Value
Apr 2018 - Oct 2022

Private Client Advisor (Vp)

J.P. Morgan

New York, NY, US

2015 - Apr 2018

Private Client Group- Relationship Manager (Avp)

Pnc Bank, N.A.

Pittsburgh, Pennsylvania, US

2011 - Aug 2014

Financial Advisor (Avp)

Pnc Bank, N.A.

Pittsburgh, Pennsylvania, US

2014 - 2014

Licensed Financial Sales Consultant

Pnc Bank, N.A.

Pittsburgh, Pennsylvania, US

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 →

A( Ariel (Veroske) Mcdonald Ariel (Veroske) Mcdonald Colleague at Charles Schwab Denver, Colorado, United States, United States View → CH Christian Holloway Christian Holloway Colleague at Charles Schwab United States, United States View → VD Victor Diaz Jr Victor Diaz Jr Colleague at Charles Schwab El Paso, Texas, United States, United States View → JH Jeff Hobbs Jeff Hobbs Colleague at Charles Schwab Austin, Texas Metropolitan Area, United States View → CM Craig Moore, Clu®, Chfc®, Cfp®, Msf, Cima®, Cpwa® Craig Moore, Clu®, Chfc®, Cfp®, Msf, Cima®, Cpwa® Colleague at Charles Schwab Tampa, Florida, United States, United States View → RM Rohit M Rohit M Colleague at Charles Schwab Overland Park, Kansas, United States, United States View → JS Jamain Simeon Jamain Simeon Colleague at Charles Schwab Keller, Texas, United States, United States View → DL Devon Loyden Devon Loyden Colleague at Charles Schwab Gilbert, Arizona, United States, United States View → LB Luke Brunner Luke Brunner Colleague at Charles Schwab Littleton, Colorado, United States, United States View → SA Sarah Adler Sarah Adler Colleague at Charles Schwab Greater Phoenix Area, 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, 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 Ariel (Veroske) Mcdonald, Christian Holloway, Victor Diaz Jr, Jeff Hobbs, and Craig Moore, Clu®, Chfc®, Cfp®, Msf, Cima®, Cpwa®.

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.