linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Edward Choate

Robinhood Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Edward Choate

Jason Choate is a financial professional with over 17 years of experience in the financial services industry. Jason currently works with Robinhood Financial, LLC, where he serves as a financial advisor. Jason is also a registered representative with FINRA and has a Series 7, Series 55, Series 57TO, and Series 66 license. He has also worked with a number of other firms over the years, including Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Jason is committed to providing clients with personalized financial advice and guidance.

Firm Information

Jason Choate is currently registered with Robinhood Financial, LLC. Robinhood Financial, LLC is a Limited Liability Company formed in August 2012. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Robinhood Financial, LLC has been the subject of 52 regulatory events and 5 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Choate’s Registration & Firm History

FL

12/04/2023 - Present

Robinhood Financial, LLC (Lake Mary FL)

TX

02/03/2022 - 12/01/2023

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

01/19/2021 - 01/24/2022

HILLTOP SECURITIES INC. (DALLAS TX)

TX

02/26/2018 - 01/06/2021

TD AMERITRADE, INC. (Southlake TX)

TX

05/04/2018 - 04/05/2019

TD AMERITRADE CLEARING, INC. (Southlake TX)

MO

11/21/2008 - 02/26/2018

SCOTTRADE, INC. (ST. LOUIS MO)

MO

02/28/2007 - 09/12/2008

NATCITY INVESTMENTS, INC. (BALLWIN MO)

MN

09/22/2004 - 08/15/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/22/2004 - 08/15/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jason Edward Choate is right for you?

Licenses & Designations

BOTH

Issued 08/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Edward Choate.
Not sure if Jason Edward Choate is right for you?