Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schroeder is an investment advisor representative associated with Axos Invest, Inc. Jason has been working in the financial industry since 1999. He is registered with the state of Nebraska as an investment advisor representative and holds a Series 63 and Series 65 license. Jason previously worked at TD Ameritrade, Inc., Securities America, Inc., and Ameritrade, Inc. Jason Schroeder has a long history of working in the financial industry, and offers a range of investment advisory services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
10/12/2021 - Present
Axos Invest, Inc. (LAS VEGAS NV)
NE
04/09/2015 - 01/14/2021
SECURITIES AMERICA, INC. (Omaha NE)
NE
04/22/2006 - 03/18/2015
TD AMERITRADE, INC. (OMAHA NE)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
08/14/1998 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
09/19/2001 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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