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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

JONATHAN ADAM GREENE

Advisor at SCHWAB WEALTH ADVISORY, INC.

Orlando, FL

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Search this name across graphsid dfx:ria:0aeba091-ac99-d5c2-8590-45c2597abd04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 10, 1995 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 22, 1995
First registration: Mar 10, 1995
Dual registered: yes, broker-dealer
Other names: JONOTHAN A GREENE|JONATHAN A GREENE|Jonathan Greene
IAPD individual key: 2580061

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 12, 2021	n/a	yes	Orlando, FL	Current employment
EDWARD JONES	National bd RIA	Jun 11, 2018	Oct 15, 2021	no	Oviedo, FL\|ORLANDO, FL	Previous registration
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 28, 2011	Jul 2, 2018	no	WINTER PARK, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 2, 2005	Mar 28, 2011	no	ORLANDO, FL\|LAKE MARY, FL\|ORLANDO, FL\|LAKE MARY, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 10, 1995	Feb 15, 2005	no	WINTER PARK, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	SCHWAB WEALTH ADVISORY, INC.	Oct 15, 2021	Dec 12, 2021	58	Firm change	Other
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	EDWARD JONES	Jul 2, 2018	Jun 11, 2018	-21	Firm change	RIA to ibd
WELLS FARGO ADVISORS	CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC	Mar 28, 2011	Mar 28, 2011	0	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Feb 15, 2005	Mar 2, 2005	15	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Dec 12, 2021 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 11, 2018 to Oct 15, 2021factForm ADV
→ CAPITAL GUARDIAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 28, 2011 to Jul 2, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 2, 2005 to Mar 28, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 10, 1995 to Feb 15, 2005factForm ADV

Dated events

No dated event names this entity yet.