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Jason Everett Helton

Charles Schwab & CO., Inc.

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About Jason Everett Helton

Jason Everett Helton is a financial advisor with Charles Schwab & Co., Inc.. Jason has been working in the financial services industry since 2014. Jason is a Certified Financial Planner® and holds the Series 7, Series 63 and Series 66 licenses. Previously Jason worked at Goldman Sachs & Co. LLC, Oppenheimer & Co. Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason specializes in providing financial advice to individuals and families.

Firm Information

Jason Helton 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 Helton’s Registration & Firm History

AZ

07/13/2021 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

TX

01/06/2021 - 07/01/2021

MERCER ALLIED COMPANY, L.P. (IRVING TX)

TX

10/09/2020 - 07/01/2021

GOLDMAN SACHS & CO. LLC (Irving TX)

TX

10/09/2020 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (IRVING TX)

TX

10/25/2018 - 09/11/2020

OPPENHEIMER & CO. INC. (FORT WORTH TX)

TX

03/03/2015 - 11/06/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)

MO

04/07/2014 - 06/05/2014

EDWARD JONES (ST. LOUIS MO)

TX

09/06/2013 - 04/02/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 04/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Everett Helton.
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