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Jason Paul Gomolla

Charles Schwab & CO., Inc.

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About Jason Paul Gomolla

Jason Gomolla is a financial advisor with over 20 years of experience in the industry. He is currently registered with Charles Schwab & CO., Inc. and holds a Series 7, Series 24, Series 63, and Series 66. Jason has a diverse background, having previously worked with TD Ameritrade, Inc. and Scottrade, Inc. Jason is active in the investment advisory business and has a broad range of experience in investment management. Jason's primary focus is helping clients with financial planning. He specializes in providing financial advice to individuals, families, and small businesses.

Firm Information

Jason Gomolla is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jason Gomolla’s Registration & Firm History

WI

01/26/2022 - Present

Charles Schwab & CO., Inc. (Brookfield WI)

WI

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (Brookfield WI)

WI

12/09/2004 - 02/26/2018

SCOTTRADE, INC. (BROOKFIELD WI)

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Licenses & Designations

BOTH

Issued 02/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2004

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 Paul Gomolla.
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