Jonathan M. Craig

Managing Director, Head of Investor Services

Jonathan leads the business that serves all individual investors who collectively represent over $5 trillion in assets and nearly 30 million accounts in the US and around the world. He leads the strategy and client experience, while delivering an end-to-end sales, service and digital experience. Craig also serves as President of Charles Schwab & Co., Inc., a subsidiary of the Charles Schwab Corporation.

Jonathan also oversees Schwab’s marketing team, which is responsible for building the Schwab brand and fueling growth through communication and outreach to clients, prospects and influencers. 

Since joining Schwab in 2000, he has held a variety of roles driving growth for the franchise, including Chief Marketing Officer and leadership of Schwab’s client solutions unit, which encompassed Schwab’s third-party mutual fund, ETF and fixed income platforms, managed account solutions, alternative investments, insurance services, and cash and margin lending products. He also served as Chief of Staff to Charles R. Schwab, Founder and Chairman of The Charles Schwab Corporation.

Prior to joining Schwab, Jonathan worked at AT&T, where he held a variety of management positions in marketing, advertising, and sales. 

Jonathan received his MBA from the University of California – Berkeley, and an undergraduate degree in economics and political science from McGill University. He has completed executive education at the Harvard Business School, University of Chicago Booth School of Business, and the University of Virginia Graduate School of Business.

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