linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Jason Summers

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Jason Summers

Andrew Summers is a financial advisor registered with Schwab Wealth Advisory, Inc., and has been in the financial services industry since 2000. Andrew is a registered investment advisor representative in Indiana and Texas. Andrew has Series 63 and 66 registrations, as well as Series 7 and SIE securities licenses. Andrew previously worked for Fifth Third Securities, Inc., Charles Schwab & Co., Inc., and NatCity Investments, Inc.. Andrew is a member of the Finance Committee at St. Luke's United Methodist Church in Indianapolis.

Firm Information

Andrew Summers is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

other

Swa program paid by wrap sponsor pursuant to cost plan formula.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Summers’s Registration & Firm History

IN

01/04/2021 - Present

Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)

OH

03/31/2005 - 06/07/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

TX

02/23/2000 - 11/22/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

OH

07/14/1999 - 01/03/2000

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

Not sure if Andrew Jason Summers is right for you?

Licenses & Designations

BOTH

Issued 03/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Jason Summers.
Not sure if Andrew Jason Summers is right for you?