Jonathan S. Beatty net worth and biography

Jonathan Beatty Biography and Net Worth

Managing Director, Head of Advisor Services of Charles Schwab

Jon Beatty is Managing Director, Head of Advisor Services and a member of Charles Schwab's Executive Committee. He oversees the business that provides custodial, operational, and trading support to more than 15,000 independent investment advisory firms with over $4 trillion in assets under management. In addition to custody services, Schwab Advisor Services™ provides practice management and consultative support to help independent advisors start, build, and grow their firms.

Beatty has dedicated his career to working with independent advisors. He joined Schwab 27 years ago and has held sales and leadership positions within Advisor Services. Beatty has been a member of the Advisor Services leadership team for more than 15 years. Prior to his current role, Beatty served as Chief Operating Officer for Schwab Advisor Services™.

Before joining Schwab, Beatty was a registered representative with Great Western Securities. He has a bachelor's degree in political science from Wittenberg University. He is registered with the National Association of Securities Dealers, Inc. and holds Series 7 and 9/10 registrations.

What is Jonathan S. Beatty's net worth?: The estimated net worth of Jonathan S. Beatty is at least $1.34 million as of November 25th, 2024. Mr. Beatty owns 18,069 shares of Charles Schwab stock worth more than $1,342,707 as of December 21st. This net worth evaluation does not reflect any other assets that Mr. Beatty may own. Learn More about Jonathan S. Beatty's net worth.
How do I contact Jonathan S. Beatty?: The corporate mailing address for Mr. Beatty and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Jonathan S. Beatty's contact information.
Has Jonathan S. Beatty been buying or selling shares of Charles Schwab?: Over the course of the past ninety days, Jonathan S. Beatty has sold $381,173.00 in shares of Charles Schwab stock. Most recently, Jonathan S. Beatty sold 2,300 shares of the business's stock in a transaction on Monday, November 25th. The shares were sold at an average price of $82.01, for a transaction totalling $188,623.00. Following the completion of the sale, the insider now directly owns 18,069 shares of the company's stock, valued at $1,481,838.69. Learn More on Jonathan S. Beatty's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Jonathan Beatty (Managing Director, Head of Advisor Services), Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Founder & Co-Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 42 times. They sold a total of 1,093,851 shares worth more than $78,497,840.13. The most recent insider tranaction occured on November, 25th when insider Jonathan S Beatty sold 2,300 shares worth more than $188,623.00. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 11/25/2024.

Jonathan S. Beatty Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/25/2024	Sell	2,300	$82.01	$188,623.00	18,069
11/11/2024	Sell	2,500	$77.02	$192,550.00	18,069
7/11/2024	Sell	780	$75.00	$58,500.00	18,069

Jonathan S. Beatty Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $74.31

$73.32

$75.00

50 Day Range

MA: $76.77

$67.87

$82.83

2 Week Range

Now: $74.31

$59.67

$83.35

Volume

12,219,728 shs

Average Volume

8,085,971 shs

Market Capitalization

$132.25 billion

P/E Ratio

29.03

Dividend Yield

1.35%

Beta

0.96

Did You See Trump’s Bombshell Exec. Order 001?

From Banyan Hill Publishing | Ad

Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office...

I put all the details together for you here — but please hurry.