Jonathan S. Beatty

Jon oversees the business that serves over 16,000 independent advisory firms that trust Schwab with $5 trillion in assets under management. 

Schwab Advisor Services provides RIAs with everything they need for custody and beyond including innovative technology, the latest wealth management solutions, and an unmatched breadth of solutions to help advisors take their businesses further, all powered by more than 3,000 dedicated Advisor Services employees. 

Passionate about helping independent advisors succeed, Jon has been with Schwab since 1997, spending a majority of that time as a member of the Advisor Services leadership team. Jon has dedicated his career to working with RIAs and loves to hear from clients and prospects on how Schwab can best meet their needs.

Jon has a bachelor's degree in political science from Wittenberg University. He is registered with FINRA and holds Series 7 and 9/10 registrations. 

Visit Investor Relations for more details about Schwab’s latest financial results. 
 

^{Updated February 2026}