Jonathan Kirkpatrick Email & Phone Number

I believe that when financial advisors take control of their own future, they can help create better outcomes for their clients. That’s why I’m dedicated to helping advisors build their own independent advisory firm as a Registered Independent Advisor (RIA). I consult with advisors who are ready to realize their career goals, drive their own business growth, and do their very best work through the RIA model. My goal is to provide hands-on support each step of the way – from helping you analyze your earnings potential, to designing custom technology solutions to fit the needs of your firm to introducing you to advisors just like you that have made the move.For over 25 years, Schwab has helped thousands of advisors follow their path to independence. I can share insights into what has worked for these firms, including steps you can take to help create a smooth transition for you and your clients, and best practices for building a business that thrives. I’ve found that the advisors I work with share many ideals; integrity, accountability and an entrepreneurial drive—but at the core is a passion for delivering the best client experience possible. At Schwab we take this same approach, and I believe this is one reason why more independent RIAs rely on us than any other custodian. You’ve helped your clients prepare for their future, now it’s time to let us help you prepare for yours. If you’d like to know more about becoming an independent RIA, and how Schwab Advisor Services can help, contact me at (877) 687-4083 or reach out to me via email at jonathan.kirkpatrick@schwab.com.

Listed skills include Sales, Customer Service, Business Development, Marketing, and 25 others.