Chief Operating Officer, Advisor Services
Sales and Relationship Management
Jonathan "Jon" S. Beatty is the Chief Operating Officer for Schwab Advisor Services, which provides custodial, operational, and trading support to 8,000 independent investment advisory firms with $1.78 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms.
Beatty has served as a member of the Advisor Services leadership team for more than ten years. He has worked with fee-based advisors for 14 years to provide counsel on strategic business issues and identify solutions to help clients meet their unique business needs.
Beatty joined Schwab 22 years ago, and has held several key sales leadership positions within Advisor Services. Today, he leads the client experience and sales for Advisor Services and heads the Family Office, Core and Workflow Solutions groups for the enterprise.
Prior to joining Schwab, Beatty was a registered representative with Great Western Securities. He has a bachelor's degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations.
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