Jonathan Valdez is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-10-26 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2023-10-09 | — |
| HARRISDIRECT LLC | 2020-08-12 | 2023-09-05 | — |
| SANTANDER SECURITIES LLC | 2018-07-25 | 2020-08-06 | — |