Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Roeske is a financial advisor registered with Charles Schwab & CO., Inc. Jason has over 10 years of experience in the financial services industry, having held previous positions at firms such as TD Ameritrade, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Jason holds a Series 6, 7, 10, 63, and 66 licenses. Jason is licensed in over 30 states and holds both a Broker-Dealer and Investment Advisor representative registration.
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
CA
01/11/2019 - Present
Charles Schwab & CO., Inc. (Sacramento CA)
CA
09/08/2016 - 12/26/2018
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
12/03/2015 - 09/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMICHAEL CA)
CA
06/17/2015 - 09/15/2015
CITY NATIONAL SECURITIES, INC. (San Diego CA)
CA
03/29/2012 - 06/03/2015
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
10/29/2010 - 03/16/2012
COMERICA SECURITIES (SAN DIEGO CA)
CA
10/23/2009 - 10/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
11/13/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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