Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carlson is a financial advisor with over 20 years of experience in the industry. Jason is a Certified Financial Planner and a Chartered Financial Consultant. Jason works at Charles Schwab & Co., Inc. in Westlake, TX. Jason is a licensed representative in Arizona, California, Colorado, Hawaii, Illinois, Louisiana, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia and Washington. Jason also holds the Series 63, Series 66, Series 7 and SIE licenses. Jason previously worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Jason is a Registered Representative of Charles Schwab & Co., Inc. and an Investment Advisor Representative of Schwab Private Client 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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TX
07/07/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/01/2011 - 09/18/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/01/2010 - 05/31/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
03/18/2004 - 03/08/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CA
10/10/2003 - 10/30/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
10/05/2000 - 12/18/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 7/1/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/9/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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