Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Robert Dittfurth is a financial advisor with over 20 years of experience in the industry. Jason currently works at Charles Schwab & CO., Inc. in Westlake, TX. Previously, Jason was a financial advisor with USAA FINANCIAL ADVISORS, INC. in Addison, TX. Jason has experience working with a variety of clients, including high-net-worth individuals, businesses, and corporations. Jason is a Certified Financial Planner and has a Series 7 and Series 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/21/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
11/09/2010 - 03/08/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
12/13/2006 - 11/03/2010
LPL FINANCIAL CORPORATION (FORT WORTH TX)
TX
06/19/2006 - 12/15/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
10/02/2001 - 06/28/2006
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
10/02/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
03/23/2001 - 09/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/23/2001 - 09/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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