Jonathan M. Craig
Senior Executive Vice President
Jonathan M. Craig serves as a senior executive vice president of The Charles Schwab Corporation with leadership responsibility for Marketing, Investor Services, Advisor Services, and Retirement Plan Services.
As leader of Schwab’s marketing function, Craig is responsible for building the Schwab brand and fueling growth through communication and outreach to clients, prospects, influencers and employees. Craig also oversees Schwab’s client-facing businesses: Investor Services, Advisor Services and Schwab Retirement Plan Services, Inc. which respectively serve the firm’s clients who invest on their own, through an independent financial advisor or through a workplace retirement plan.
Since joining Schwab in 2000, he has held a variety of roles driving growth for the franchise, including chief marketing officer and leadership of Schwab’s Client Solutions unit, which encompasses Schwab’s third-party mutual fund, ETF and fixed income platforms, managed account solutions, alternative investments, insurance services, and cash and margin lending products. He also served as chief of staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation.
Prior to joining Schwab, Craig was employed with AT&T, where he held a variety of management positions in marketing, advertising and sales.
Craig received an MBA from the University of California, Berkeley, and an undergraduate degree in economics and political science from McGill University in Montreal, Canada. In addition, Craig has completed Executive Education at Harvard Business School, University of Chicago Booth School of Business, and the University of Virginia Graduate School of Business.
The Charles Schwab Corporation provides a full range of securities brokerage, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), offers investment services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab.
Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.