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Jonathan Eric Schnell
JONATHAN E SCHNELL
CRD#: 5370182
IA
B
ADVICE AND PLANNING SERVICESCRD#: 20472 1399 STEWARTSTOWN ROAD
SUITE 100
MORGANTOWN, WV 26505
SUITE 100
MORGANTOWN, WV 26505
0
Disclosures
17
Years of Experience
View By:
State Registrations
B
Arkansas 3/4/2025
B
Montana 2/16/2023
B
California 3/10/2023
B
North Carolina 2/16/2023
B
Connecticut 6/7/2023
B
Ohio 4/30/2020
B
Florida 6/21/2021
B
Pennsylvania 2/27/2017
B
Georgia 12/1/2023
B
South Carolina 11/3/2020
B
Idaho 11/10/2023
B
Tennessee 10/3/2024
B
Kentucky 5/6/2019
B
Virginia 1/22/2024
B
Maine 12/5/2024
B
West Virginia 2/27/2017
B
Maryland 2/27/2017
IA
West Virginia 3/6/2017
B
Michigan 8/9/2023
B
Wyoming 1/22/2024
B
Minnesota 7/18/2024
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 3/6/2017
B
Registered with this firm since 2/27/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/15/2014 - 02/15/2017 | UNIONTOWN, PA | |
B | 09/15/2014 - 02/15/2017 | UNIONTOWN, PA | |
IA | 08/12/2013 - 08/06/2014 | MORGANTOWN, WV | |
B | 08/08/2013 - 08/06/2014 | MORGANTOWN, WV | |
IA | 03/01/2013 - 08/02/2013 | MORGANTOWN, WV | |
B | 06/20/2011 - 08/02/2013 | MORGANTOWN, WV | |
B | 05/02/2008 - 06/02/2011 | MORGANTOWN, WV | |
B | 08/06/2007 - 04/17/2008 | MORGANTOWN, WV |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.