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Detailed Report
Jonathan Robinson Wilkin
Jon Wilkin
CRD#: 5714124
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240
CHARLES SCHWAB & CO., INC.CRD#: 5393 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482
Registration History
201020122014201620182020202220242026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2015 - Present (9 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2011 - Present (14 years)BWELLS FARGO ADVISORS FINANCIAL... (CRD# 11025)2009 - 2010 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2011 - 2015 (4 years)IAWELLS FARGO ADVISORS FINANCIAL... (CRD# 11025)2010 - 2010 (<1 year)
License(s)

State Registrations

B
Arizona 11/20/2020
B
Minnesota 9/28/2023
B
California 4/9/2018
B
Montana 1/5/2015
B
Colorado 12/18/2019
B
Nebraska 8/27/2018
B
Connecticut 2/7/2024
B
New Jersey 2/5/2018
B
Florida 7/16/2012
B
New Mexico 11/12/2024
B
Georgia 1/15/2021
B
New York 9/28/2023
B
Illinois 1/5/2015
B
Oregon 2/12/2025
B
Indiana 2/1/2011
B
Pennsylvania 12/13/2022
IA
Indiana 10/21/2015
B
South Carolina 11/13/2018
B
Iowa 1/11/2018
B
Tennessee 3/9/2020
B
Kansas 9/2/2021
B
Texas 11/1/2018
B
Kentucky 4/27/2018
IA
Texas 1/4/2022
B
Maryland 6/21/2018
B
Washington 4/26/2018
B
Massachusetts 2/7/2024
B
Wisconsin 5/17/2018
B
Michigan 1/17/2018

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240
Registered with this firm since 10/21/2015
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
Carmel, IN
Registered with this firm since 2/1/2011
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 02/01/2011 - 10/21/2015 CHARLES SCHWAB & CO., INC. (CRD#:5393) SAN FRANCISCO, CA
IA
 01/01/2010 - 01/28/2010 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) BLOOMINGTON, IN
B
 12/03/2009 - 01/28/2010 WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025) BLOOMINGTON, IN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.