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Jonathan Kirkpatrick

Business Development Officer, Schwab Advisor Services

Jonathan Kirkpatrick is a Business Development Officer at Charles Schwab's Advisor Services division, based in the Greater Orlando area.1 He has been in this role since April 2015, accumulating over 9 years of experience.1

Career at Charles Schwab

Kirkpatrick's career at Charles Schwab spans more than 15 years:

  • Business Development Officer (April 2015 - Present)
  • Business Development Specialist (March 2011 - April 2015)
  • Service Specialist (July 2008 - March 2011)

Professional Focus

In his current role, Kirkpatrick is dedicated to helping financial advisors establish their own independent advisory firms as Registered Independent Advisors (RIAs).1 His responsibilities include:

  • Consulting with advisors ready to pursue their career goals
  • Assisting in analyzing earnings potential
  • Designing custom technology solutions for firms
  • Providing insights on successful transitions to independence
  • Sharing best practices for building thriving businesses

Education and Certifications

Kirkpatrick holds two degrees from Stetson University:

  • Bachelor of Business Administration
  • Master of Business Administration

He also possesses several professional certifications:

  • Series 7, 63, 9, and 10 from the Financial Industry Regulatory Authority (FINRA)
  • AAMS (Accredited Asset Management Specialist) from the College for Financial Planning, obtained in December 20141

Previous Experience

Before joining Charles Schwab, Kirkpatrick worked in various roles:

  • Insurance Sales Representative at Liberty Mutual Insurance (June 2007 - July 2008)
  • Financial Aid and Admissions Counselor at Stetson University (June 2006 - August 2007)1

Jonathan Kirkpatrick's LinkedIn profile reflects his extensive experience in the financial services industry, with a particular focus on supporting independent financial advisors in their career growth and business development.

Highlights

Aug 27 · linkedin

Are you adding new tech at your firm? I've got 5 tips to help with the process of adopting and integrating: https://bit.ly/3MlZAS7

Aug 22 · linkedin

Yes! You can go independent and keep the benefits of being an employee. By working for an #RIA, you can have the advantages of independence, without having to manage a business by yourself.

We invite you to take our quiz to explore which RIA model best suits you: https://bit.ly/3Miy7Rw

Related Questions

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How has Jonathan Kirkpatrick's career evolved over the years?
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How long has Jonathan Kirkpatrick been with Charles Schwab?
Jonathan Kirkpatrick
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Location

Greater Orlando