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Jason Lance Price

Schwab Wealth Advisory, Inc.

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About Jason Lance Price

Jason Price is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Schwab Wealth Advisory, Inc. and is also registered in 24 states for securities and investment advisory services. Prior to joining Schwab Wealth Advisory, Inc., Jason was with Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Jason holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. He is also a registered Investment Advisor Representative in Arizona.

Firm Information

Jason Price 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 Price’s Registration & Firm History

AZ

06/21/2021 - Present

Schwab Wealth Advisory, Inc. (Phoneix AZ)

AZ

07/31/2018 - 05/19/2021

WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)

AZ

02/13/2001 - 08/01/2018

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 06/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2001

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 Lance Price.
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