# Jonathan Valdez

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2023-10-26 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-09-05 | 2023-10-09 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2020-08-12 | 2023-09-05 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2018-07-25 | 2020-08-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5957546)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5957546.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.