Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schnarr is a registered representative with Schwab Wealth Advisory, Inc.. Jason has been in the industry since January 8, 1996. Jason is currently registered with Schwab Wealth Advisory, Inc. in Indiana and Texas. Jason holds several licenses and certifications including Series 63, Series 9, Series 10, Series 8, SIE and Series 7. Jason has also been registered in California, Florida, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New York, Ohio, Oregon, Pennsylvania, Tennessee, Washington and West Virginia. Jason has experience working at CHARLES SCHWAB & CO., INC., and CHARLES SCHWAB BANK, SSB. Jason's specializations include financial planning and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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IN
02/23/2024 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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