JONATHAN SCOTT STUART is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2021-04-07 | present | Yes |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | 2010-11-10 | 2017-04-18 | — |
| WINDWARD INVESTMENT MANAGEMENT INC | 2009-06-26 | 2010-11-18 | — |