Jonathan Thomas Peckron
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Thomas Peckron is an investment adviser representative with Schwab Wealth Advisory, Inc. in Saint Louis, MO, where they have been registered since 2024. They have worked in the securities industry since 2010 and have been registered with 5 firms, including LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
20 states and territories
California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, New York, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Private Wealth ManagementOct 2013 – May 2018St. Louis, MO
- TD AmeritradeAug 2018 – Dec 2021St Louis, MO
- Schwab Private Client Investment AdvisoryDec 2021 – Mar 2023St. Louis, MO
- Charles Schwab & CO., Inc.Dec 2021 – Mar 2023St. Louis, MO
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 – May 2024Frontenac, MO
- UnemployedMar 2023 – Sep 2023Ballwin, MO
- Bank of America N.A.Nov 2023 – May 2024Frontenac, MO
- LPL Financial LLCMay 2024 – Jul 2024St. Louis, MO
- Charles SchwabJul 2024 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Schwab Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Saint Louis, MO
Other advisors whose filed branch office is in the same city.
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 Thomas Peckron 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched