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Jason P Fredette

Schwab Wealth Advisory, Inc.

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About Jason P Fredette

Jason Fredette is a financial advisor who has been in the industry since 2002. He is currently registered with Schwab Wealth Advisory, Inc. in Arizona and Texas. Jason has a variety of experience in the financial industry, including working for CHARLES SCHWAB & CO., INC. and CHARLES SCHWAB BANK. He has also held positions at CIT Bank, Mutual of Omaha Bank, and Sunflower Bank. Jason is a Certified Financial Planner and a Chartered Financial Analyst. His specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Jason Fredette 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 Fredette’s Registration & Firm History

AZ

01/03/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

12/08/1999 - 09/03/2018

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

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Licenses & Designations

BOTH

Issued 01/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1999

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 P Fredette.
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