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Jason Ross Tauber

Charles Schwab & CO., Inc.

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About Jason Ross Tauber

Jason Tauber is a financial advisor with over 14 years of experience in the industry. Jason is currently registered with Charles Schwab & CO., Inc.. Jason has previously been registered with NYLIFE SECURITIES INC., SIMMERS CAPITAL MANAGEMENT CORPORATION, VANGUARD MARKETING CORPORATION, WOODBURY FINANCIAL SERVICES, INC.. Jason has passed the Series 6, Series 63, Series 7, SIE exams. Jason also holds the no known designation. Jason specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

Firm Information

Jason Tauber 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.

2423 E Lincoln Dr

Phoenix, AZ 85016-1215

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 Tauber’s Registration & Firm History

AZ

11/17/2010 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

10/11/2010 - 11/08/2010

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

NY

07/09/2003 - 10/20/2003

NYLIFE SECURITIES INC. (NEW YORK NY)

MN

04/21/2003 - 06/04/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

AZ

03/24/2003 - 04/22/2003

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 10/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/6/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/8/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jason Ross Tauber.
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