Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Earl Comer is an investment advisor representative with Schwab Wealth Advisory, Inc. Jason Comer has been working in the financial services industry since April 13, 2001. Previously, Jason Comer worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Jason Comer currently holds a Series 7, Series 63, and Series 65 securities license as well as a SIE license. Jason Comer is registered to sell securities in Arkansas, California, Colorado, Connecticut, Florida, Idaho, Illinois, Louisiana, Maine, Massachusetts, Minnesota, Missouri, Montana, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
11/10/2016 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
OK
09/15/2014 - 07/15/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NORMAN OK)
TX
04/21/2011 - 08/11/2014
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
02/26/2010 - 03/24/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
05/27/2008 - 01/25/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 05/14/2008
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
11/06/2002 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
11/09/2000 - 11/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jason Comer is the right advisor for you? Invested Better is here to help.
