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Jonathan Beatty

Charles Schwab & Co., Inc.


Speaker Bio

Jonathan S. Beatty is a member of the Schwab Advisor Services management team and is responsible for leading Schwab’s national sales and relationship management team. He has worked with fee-based advisors for more than 15 years, providing counsel on strategic business issues and identifying solutions to help them meet their unique business needs. Mr. Beatty has held several key sales leadership positions within Schwab Advisor Services during his tenure with the firm, and he helped shape the sales organization role into one focused on consultative selling.



Prior to Schwab, he was a registered representative with Great Western Securities.



Mr. Beatty holds a bachelor’s degree in political science from Wittenberg University and is registered with the National Association of Securities Dealers, Inc. He holds FINRA Series 7 and 9/10 licenses.

Speaker Sessions