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Jason Darnell Edwards

Schwab Wealth Advisory, Inc.

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About Jason Darnell Edwards

Jason Edwards is a financial advisor with over 9 years of experience in the industry. Jason Edwards is a Registered Representative and Investment Advisor Representative. Jason Edwards is registered with Schwab Wealth Advisory, Inc. in Arizona. Jason Edwards's previous experience includes working for VANGUARD MARKETING CORPORATION in Scottsdale, AZ. Jason Edwards holds the Series 6, 7TO, 9, 10, 24, and 63 licenses. Jason Edwards is also a Certified Financial Planner.

Firm Information

Jason Edwards is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jason Edwards’s Registration & Firm History

AZ

06/13/2024 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

09/25/2014 - 06/07/2024

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 10/07/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/28/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/26/2022

Series 24 - General Securities Principal Examination

BC

Issued 12/20/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Darnell Edwards.
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