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Jonathan Travis Jasper

Charles Schwab & CO., Inc.

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About Jonathan Travis Jasper

Jonathan Travis Jasper is a registered representative with Charles Schwab & Co., Inc. He has been in the securities industry since February 19, 2018. Jonathan Jasper holds the Series 7 and SIE licenses and is registered with FINRA and the state of Arizona. Jonathan Jasper is located in the Phoenix branch office of Charles Schwab & Co., Inc. Jonathan Jasper has been with Charles Schwab & Co., Inc. since February 20, 2018. Jonathan Jasper specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Jonathan Jasper 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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Jonathan Jasper’s Registration & Firm History

AZ

02/20/2018 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jonathan Travis Jasper.
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