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Jonathan Christian De St Paer

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC·SAN FRANCISCO, California
SIE, Series 7TO, Series 24Clean recordCHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 4731700Firm CRD# 106753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Christian De St Paer · SAN FRANCISCO, CA
Registration
CRD #4731700 · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
CRD 106753 · SEC 801-35905
AUM
$1098.8B
Regulatory assets under management
Employees
857
304,509 client accounts
Services offered by CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at CHARLES SCHWAB INVESTMENT MANAGEMENT, INC →
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Frequently Asked Questions

What services does Jonathan Christian De St Paer offer?
Jonathan Christian De St Paer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jonathan Christian De St Paer's credentials?
Jonathan Christian De St Paer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Christian De St Paer located?
Jonathan Christian De St Paer is based in SAN FRANCISCO, California, working with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jonathan Christian De St Paer charge for services?
Jonathan Christian De St Paer's firm is compensated through percentage of aum, subscription fees, other: costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES SCHWAB INVESTMENT MANAGEMENT, INC?
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC has approximately 857 employees and manages $1098.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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