Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Butler is a financial advisor with Charles Schwab & Co., Inc. Jason is a CERTIFIED FINANCIAL PLANNER™ professional with 9 years of experience in the financial services industry. Jason holds the Series 6, 7, 63, and 66 licenses, as well as the SIE. Jason is registered to provide investment advice in 25 states, including Texas, California, and New York. Jason specializes in providing financial planning advice to individuals, families, and small businesses. Jason is committed to providing his clients with personalized financial advice and guidance. Jason's experience includes working at J.P. Morgan Securities LLC and Citigroup Global Markets Inc. before joining Charles Schwab & Co., Inc. Jason is a member of the Abbey Moor HOA, serving as the Treasurer.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/15/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/26/2018 - 03/10/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IL
08/11/2011 - 10/03/2011
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
06/08/2006 - 10/05/2009
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
BOTH
Issued 03/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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