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Jason Pearce

Schwab Wealth Advisory, Inc.

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About Jason Pearce

Jason Pearce is a registered representative with Schwab Wealth Advisory, Inc., based in Indianapolis, Indiana. Jason holds licenses in 53 states and the District of Columbia for the securities industry. He is also registered with FINRA, which is the Financial Industry Regulatory Authority. Jason is a dedicated financial professional, providing investment and financial planning services to individuals and businesses. His primary focus is on helping clients build a solid financial foundation for the future. He has been in the industry since 2017, providing comprehensive financial advice and guidance. He also has experience working with clients in the retail off-exchange foreign exchange market and the commodities futures market.

Firm Information

Jason Pearce 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 Pearce’s Registration & Firm History

IN

09/27/2024 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

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Licenses & Designations

BC

Issued 10/21/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2023

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 06/30/2023

Series 3 - National Commodity Futures Examination

BC

Issued 09/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Pearce.
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