Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cole Cherry is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Jason has been in the securities industry since 1999 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jason is also a registered investment advisor with the State of Indiana. Jason has experience with a variety of firms including Thrivent Investment Management Inc., Chase Investment Services Corp., Fifth Third Securities, Inc., Natcity Investments, Inc. and Charles Schwab & CO., Inc. Jason's areas of expertise include financial planning, securities, investments, and mutual funds.
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
IN
02/28/2014 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
12/24/2008 - 12/14/2010
THRIVENT INVESTMENT MANAGEMENT INC. (FISHERS IN)
IN
07/12/2006 - 12/10/2008
CHASE INVESTMENT SERVICES CORP. (FISHERS IN)
IN
01/13/2005 - 07/07/2006
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
OH
11/03/2003 - 05/10/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
TX
12/23/1999 - 09/23/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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