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Jason Phillip Lutsey

Schwab Wealth Advisory, Inc.

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About Jason Phillip Lutsey

Jason Phillip Lutsey is an investment advisor representative with Schwab Wealth Advisory, Inc., based in Phoenix, Arizona. Jason Lutsey has been in the securities industry since 2008. Jason Lutsey holds licenses for Series 7, 9, 10, 63, and 66. Jason Phillip Lutsey previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc..

Firm Information

Jason Lutsey 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 Lutsey’s Registration & Firm History

AZ

12/02/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

07/26/2011 - 10/07/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

12/09/2008 - 07/27/2009

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

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Licenses & Designations

BOTH

Issued 10/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/29/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2008

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 Phillip Lutsey.
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