Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dugdale is a financial advisor at Charles Schwab & CO., Inc. Jason has been in the industry since July 13, 2002 and is registered with the state of Texas as an Investment Advisor Representative (IAR). Jason has 24 state licenses and is also registered with FINRA as a registered representative. Jason has been employed with Charles Schwab & CO., Inc. since April 2014 and is based out of the Dallas office. Jason offers financial planning and investment management services.
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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2
TX
04/01/2014 - Present
Charles Schwab & CO., Inc. (Dallas TX)
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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