Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Shook is a financial professional with over 15 years of experience in the industry. Jason is currently registered with Charles Schwab & CO., Inc. and holds a Series 6, 7, 24, and 63 license. Jason has a long history of working with clients in Austin, Texas, previously working with 401(K) INVESTMENT SERVICES, INC.
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
02/01/2010 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
02/04/2003 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BC
Issued 03/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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