Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason King is a financial professional with over six years of experience in the industry. Jason has a strong background in securities and financial planning, holding the Series 7, Series 24 and Series 63 licenses. Jason is currently registered with USAA Investment Services Co. in San Antonio, Texas. Previously, Jason was registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Jason is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
03/14/2023 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
CO
09/04/2015 - 10/14/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 12/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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