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Jason Jeffrey Zeroll

Charles Schwab & CO., Inc.

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About Jason Jeffrey Zeroll

Jason Jeffrey Zeroll is an active Registered Representative and Investment Advisor Representative. Jason has been in the industry since August 8, 2000, and is currently employed by Charles Schwab & CO., Inc. Jason has experience working with Citigroup Global Markets Inc. and UnionBanc Investment Services, LLC in the past. Jason has a wide range of experience in the industry, specializing in investments and financial planning. Jason holds licenses for Series 63, Series 66, and Series 7.

Firm Information

Jason Zeroll 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 Zeroll’s Registration & Firm History

TX

01/04/2018 - Present

Charles Schwab & CO., Inc. (Westlake TX)

CA

09/14/2010 - 05/06/2016

CITIGROUP GLOBAL MARKETS INC. (COSTA MESA CA)

CA

04/21/2010 - 09/02/2010

UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)

CA

05/29/2007 - 03/10/2010

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

10/20/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)

NY

12/18/1998 - 10/20/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

10/20/1998 - 12/18/1998

CITICORP SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1998

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 Jeffrey Zeroll.
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