Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bernard Grigsby is a financial advisor with Charles Schwab & Co., Inc. based in Westlake, TX. Jason has been in the financial services industry since June 10, 2014. He holds the Series 66, Series 7 and SIE licenses. Jason has previously worked at TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC. Jason is also a Sole Member of vlosity learning llc, a technology services firm.
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
01/19/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/11/2014 - 01/19/2022
TD AMERITRADE, INC. (Southlake TX)
TX
12/22/2017 - 10/17/2018
TD AMERITRADE CLEARING, INC. (Southlake TX)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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