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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Jonathan Eric Schnell

Advisor at UNITED BROKERAGE SERVICES INC

MORGANTOWN, WV

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Search this name across graphsid dfx:ria:84c07b45-3030-e6ba-be5f-d85ed2061d6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2013 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: UNITED BROKERAGE SERVICES INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 17, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 17, 2007
First registration: Mar 1, 2013
Dual registered: yes, broker-dealer
Other names: JONATHAN E SCHNELL
IAPD individual key: 5370182

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
UNITED BROKERAGE SERVICES INC	Bd affiliated wealth	Dec 23, 2025	n/a	yes	MORGANTOWN, WV	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 6, 2017	Nov 17, 2025	no	MORGANTOWN, WV\|Morgantown, WV	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Sep 15, 2014	Feb 15, 2017	no	UNIONTOWN, PA	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Aug 12, 2013	Aug 6, 2014	no	MORGANTOWN, WV	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2013	Aug 2, 2013	no	MORGANTOWN, WV	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
ADVICE AND PLANNING SERVICES	UNITED BROKERAGE SERVICES INC	Nov 17, 2025	Dec 23, 2025	36	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	ADVICE AND PLANNING SERVICES	Feb 15, 2017	Mar 6, 2017	19	Firm change	Other
ALLSTATE FINANCIAL ADVISORS, LLC	PNC WEALTH MANAGEMENT	Aug 6, 2014	Sep 15, 2014	40	Firm change	Other
MSI FINANCIAL SERVICES, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Aug 2, 2013	Aug 12, 2013	10	Firm change	Other

Relationships

Registered with (5)

→ UNITED BROKERAGE SERVICES INCRegistered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 6, 2017 to Nov 17, 2025factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 15, 2014 to Feb 15, 2017factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 12, 2013 to Aug 6, 2014factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2013 to Aug 2, 2013factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
Jonathan Eric Schnell left Advice And Planning Services for United Brokerage Services Inc (registered 2025-12-23)
Form ADVobserved 6 days ago