Senior Vice President, Advisor Services
Sales and Relationship Management
Jonathan "Jon" S. Beatty is a member of the Advisor Services leadership team and leads the sales and relationship management team. He has worked with fee-based advisors for more than 18 years, providing counsel on strategic business issues and identifying solutions to help them meet their unique business needs. Beatty has held several key sales leadership positions within Schwab Advisor Services during his tenure with the firm and has helped bring a more consultative approach to the sales organization.
Prior to joining Schwab, Beatty was a registered representative with Great Western Securities.
Beatty 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.