Jonathan Schubert is a registered investment advisor, based in Forest, VA, with 23 years of industry experience.
Location
312 Brook Pl, Forest, VA, 24551
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Regulatory History (1)
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Customer Dispute
January 2008Denied
Other Business Activities
Jonathan is a partner in BS Partners LLC, a company holding real estate used as an office, and president of Resolute Private Wealth, a support company, dedicating about 10-20% of his time to the latter. He is also involved with the Schubert Family Business Trust, which owns rental real estate.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - April 2022 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - April 2022 · 5 yrs 3 mos
Edward Jones
July 2009 - January 2017 · 7 yrs 6 mos
Edward JonesBroker
February 2003 - January 2017 · 13 yrs 11 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.