Jonathan Gregory Schaeffer is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2023-06-28 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2019-06-17 | 2019-09-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-06-13 | 2017-08-28 | — |
| J.P. MORGAN SECURITIES LLC | 2013-08-26 | 2015-10-22 | — |