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Jason Douglas Garriott

Charles Schwab & CO., Inc.

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About Jason Douglas Garriott

Jason Douglas Garriott is an investment advisor representative with Charles Schwab & CO., Inc., located in San Antonio, TX. Jason has been in the industry since 2006. Jason has a wide range of experience in financial services, having previously worked for USAA Financial Advisors, Inc. and USAA Investment Management Company. Jason is registered with the state of Texas and holds a Series 7, Series 6, Series 63 and Series 65. Jason provides financial planning services, wrap fee programs, and acts as a financial planning advisor referral program.

Firm Information

Jason Garriott is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jason Garriott’s Registration & Firm History

TX

05/23/2020 - Present

Charles Schwab & CO., Inc. (SAN ANTONIO TX)

TX

09/25/2007 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

09/18/2006 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

01/01/2006 - 04/21/2006

SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 06/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/27/2005

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 Douglas Garriott.
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