Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Abar is a financial advisor with over 20 years of experience in the industry. Jason is registered with Schwab Wealth Advisory, Inc. Jason is also registered with the state of Texas, which is in addition to the advisor’s registration in Colorado. Jason has been with Schwab Wealth Advisory, Inc. since December 2014. Jason has worked for other firms during his career including MML Investors Services, LLC, CHARLES SCHWAB & CO., INC. and CURIAN CLEARING, LLC. Jason holds FINRA Series 63, 66, 7, 9 and 10 licenses, and has passed the SIE exam.
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
CO
01/29/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
03/09/2011 - 01/05/2013
CURIAN CLEARING, LLC (DENVER CO)
CO
06/08/2004 - 02/16/2011
MML INVESTORS SERVICES, LLC (DENVER CO)
TX
06/03/1999 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jason Abar is the right advisor for you? Invested Better is here to help.
