Jonathan S. Beatty

Jon Beatty is a member of Charles Schwab’s Executive Council. As Managing Director and Head of Schwab Advisor Services, he oversees the business that serves more than 16,000 independent advisory firms that trust Schwab with over $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. 

You likely won’t meet anyone more passionate about helping independent advisors succeed than Jon. He joined Schwab in 1997 and has been a member of the Advisor Services leadership team for 17 years. 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 24, Series 7 and Series 9/10 registrations. 

^{Updated January 2026}

^{Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.}