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Jason Joseph Tamani

Schwab Wealth Advisory, Inc.

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About Jason Joseph Tamani

Jason Tamani is a financial advisor with Schwab Wealth Advisory, Inc. Jason holds a Series 7, Series 6, and Series 63 license, and is a registered investment advisor in Arizona and Texas. Jason has been in the financial services industry since 2006. Prior to joining Schwab Wealth Advisory, Inc., Jason worked at VANGUARD MARKETING CORPORATION and DIRECTED SERVICES LLC. In addition to his work as a financial advisor, Jason is also a part-time Amazon Flex delivery driver. Jason is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jason Tamani is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jason Tamani’s Registration & Firm History

AZ

01/04/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

08/15/2006 - 04/01/2008

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

03/13/2008 - 03/25/2008

DIRECTED SERVICES LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 01/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2013

Series 7 - General Securities Representative Examination

BC

Issued 08/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Joseph Tamani.
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