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Jason Barq Johnson

Charles Schwab & CO., Inc.

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About Jason Barq Johnson

Jason Barq Johnson is a financial advisor registered with Charles Schwab & Co., Inc. Jason is a licensed investment advisor with experience in the industry. Jason has a wide range of experience in the financial services industry, with previous experience at TD Ameritrade, Inc. Jason is licensed to conduct business in various states. Jason is a Series 3, Series 7 and Series 63 licensed representative. In addition to his registration with FINRA, Jason is registered as an investment advisor representative. Jason's primary location is in Westlake, Texas, but Jason is licensed to conduct business in a number of other states. Jason provides a variety of financial services to clients, including financial planning and selection of other advisors. Jason is committed to providing clients with personalized financial advice and guidance.

Firm Information

Jason Johnson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jason Johnson’s Registration & Firm History

TX

01/21/2025 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

01/25/2021 - 05/19/2024

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

BC

Issued 02/10/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2022

Series 3 - National Commodity Futures Examination

BC

Issued 01/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jason Barq Johnson. Review regulatory record here.
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