Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cargill is a financial advisor at Charles Schwab & CO., Inc.. Jason has been in the industry since 2004 and holds a Series 63, 66, 7, 4 and 24 licenses. Jason has experience working with various firms including LPL FINANCIAL LLC, MUTUAL SECURITIES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD AMERITRADE, INC., AMERITRADE, INC. and NYLIFE SECURITIES INC.. Jason has also been registered as a non-public arbitrator since 2021. Jason is a Registered Representative of Charles Schwab & Co., Inc., and an Investment Adviser Representative of Charles Schwab Investment Advisory, Inc..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/12/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
06/14/2021 - 06/22/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
09/03/2019 - 03/31/2020
MUTUAL SECURITIES, INC. (CAMARILLO CA)
TX
03/01/2012 - 09/28/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
04/22/2006 - 11/17/2010
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/17/2004 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
NY
12/17/2002 - 08/27/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
RI
05/11/2001 - 10/25/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NE
06/06/2000 - 04/06/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 07/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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