Charles Schwab’s head of adviser services steps down
People - MAY 16, 2024

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Charles Schwab’s head of adviser services steps down

by Lewis Dayton

Bernie Clark is stepping down from his role as head of adviser services at Charles Schwab, he announced in a post on LinkedIn.

Jon Beatty will be replacing Clark as head of adviser services while Clark will be moving into an executive advisory role for the firm.

“It’s bittersweet to step back when I know that the RIA industry is on the precipice of its next big chapter. However, my long-time partner in leading this business, Jon Beatty, is taking the reins and I am so excited to see where we go from here,” Clark wrote on LinkedIn.

Clark has had a career at Charles Schwab for more than 26 years, starting in 1998 when he joined the firm as senior vice president, Schwab Institutional Trading & Operations. Clark received a bachelor’s degree in accounting and business/management from St. John’s University.

Beatty joined Charles Schwab in 1997 as its regional r

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