AdFi
JE

Jonathan Eric Schnell

Investment Adviser Representative at UNITED BROKERAGE SERVICES INC

Morgantown, WVCRD #5370182Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
West Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/7/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 8/17/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/7/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/3/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

United Brokerage Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UNITED BROKERAGE SERVICES INCCurrent
12/23/2025Morgantown, WV
ADVICE AND PLANNING SERVICES
3/6/201711/17/2025Morgantown, WV
PNC INVESTMENTS
9/15/20142/15/2017Uniontown, PA
ALLSTATE FINANCIAL ADVISORS, LLC
8/12/20138/6/2014Morgantown, WV
METLIFE SECURITIES INC.
3/1/20138/2/2013Morgantown, WV

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Eric Schnell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan Eric Schnell - Financial Advisor in Morgantown, WV | AdvisorFinder