DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jonathan Eric Schnell
Feed of 09/14/2026
Also filed as Jonathan E Schnell
At current firm
0 y
since Dec 23, 2025
In the industry
19 y
since Aug 17, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- United Brokerage Services Inc BD affiliated currentsince Dec 23, 2025 · Morgantown, Wv
- Advice And Planning Services BD affiliatedMar 6, 2017 to Nov 17, 2025 · Morgantown, Wv
- Pnc Wealth Management BD affiliatedSep 15, 2014 to Feb 15, 2017 · Uniontown, Pa
- Allstate Financial Advisors, LLC BD affiliatedAug 12, 2013 to Aug 6, 2014 · Morgantown, Wv
- Msi Financial Services, Inc. formerMar 1, 2013 to Aug 2, 2013 · Morgantown, Wv
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to United Brokerage Services Incleft Nov 17, 2025, registered Dec 23, 2025 (36 days) · Affiliated broker-dealer or bank to another
- Pnc Wealth Management to Advice And Planning Servicesleft Feb 15, 2017, registered Mar 6, 2017 (19 days) · Other
- Allstate Financial Advisors, LLC to Pnc Wealth Managementleft Aug 6, 2014, registered Sep 15, 2014 (40 days) · Other
- Msi Financial Services, Inc. to Allstate Financial Advisors, LLCleft Aug 2, 2013, registered Aug 12, 2013 (10 days) · Other
Signals
- Jonathan Eric Schnell left Advice And Planning Services for United Brokerage Services Inc (registered 2025-12-23)Nov 17, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address