Jonathan Stuart is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Boston, MA, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
One International Place, Boston, MA, 02110-2600
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan serves on the Board of Trustees for Worcester Academy, a non-profit charitable organization, offering his opinion on the school's strategic direction. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Windhaven Investment Management, INC.
Windward Investment Management INC
UBS Securities LLCBroker
State Registrations22 states
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