Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Sacco is a financial professional with over 20 years of experience in the industry. Jayson has a strong background in providing financial advice to clients. Jayson is currently registered with Charles Schwab & CO., Inc. and previously held positions with Ameriprise Financial Services, LLC, Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., USAA Investment Management Company, CUNA Brokerage Services, Inc., BANC ONE SECURITIES CORPORATION, and Edward D. Jones & Co., L.P. Jayson is committed to helping clients achieve their financial goals.
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
1
2
TX
09/12/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
MI
01/03/2022 - 08/09/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Troy MI)
FL
05/25/2021 - 12/13/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
TX
04/28/2005 - 06/08/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/24/2009 - 01/06/2017
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
07/26/2004 - 04/01/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IL
03/25/2004 - 07/16/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/13/2004 - 03/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
07/25/2001 - 12/19/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CT
09/14/2000 - 02/07/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
PA
12/07/1998 - 06/30/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
MO
08/30/1996 - 09/09/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/08/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jayson Sacco is the right advisor for you? Invested Better is here to help.
