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Jason Thomas Halada

Charles Schwab & CO., Inc.

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About Jason Thomas Halada

Jason Thomas Halada is a financial advisor at Charles Schwab & CO., Inc. Jason has over 18 years of experience in the financial services industry. Jason has worked at several firms throughout his career, including UBS Financial Services Inc. and Piper Jaffray & Co. Jason has a strong background in financial planning and wealth management. Jason is a Certified Financial Planner™ professional. Jason is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Jason is also registered with the state of Minnesota.

Firm Information

Jason Halada 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.

211 MAIN STREET

SAN FRANCISCO, CA 94105

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 Halada’s Registration & Firm History

MN

01/02/2019 - Present

Charles Schwab & CO., Inc. (Edina MN)

MN

08/12/2006 - 11/17/2008

UBS FINANCIAL SERVICES INC. (ST PAUL MN)

MN

12/17/2004 - 08/12/2006

PIPER JAFFRAY & CO. (ST PAUL MN)

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Licenses & Designations

BOTH

Issued 01/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jason Thomas Halada. Review regulatory record here.
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