Jon Beatty

Chief Operating Officer, Schwab Advisor Services
Media Contact

Expertise:
Sales and Relationship Management

Jonathan "Jon" S. Beatty serves as Chief Operating Officer for Schwab Advisor Services™, which provides custodial, operational and trading support to more than 15,000 independent investment advisory firms with $4 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 15 years. He has dedicated his career to working independent advisors providing counsel on strategic business issues and identify solutions to help clients meet their unique business needs.

Beatty joined Schwab 27 years ago and has held several key sales leadership positions within Advisor Services. Today, he leads sales, relationship management, business consulting and family office services.

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.

 

 

© 2023 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC