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Jason Bryan Carlson

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-07
  • TX RA
    APPROVED
    Since 2021-07-07

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 06/2011 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Charles Schwab & Co., Inc. Westlake TX 09/2018 Present
Schwab Private Client Investment Advisory, Inc. Westlake TX 09/2018 07/2021
Charles Schwab Bank Ssb Westlake TX 07/2021 Present
  • 06/2011 → 08/2018
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 08/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2018 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2018 → 07/2021
    Schwab Private Client Investment Advisory, Inc.
    Westlake, TX
  • 07/2021 → Present
    Charles Schwab Bank Ssb
    Westlake, TX
Previous Registrations
  • 2018-10-08 → 2021-07-09
    Schwab Wealth Advisory, Inc.
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
  • 2018-07-13 → 2018-09-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-08-02 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
  • 2010-04-01 → 2011-05-31
    Td Ameritrade, Inc.
    Westlake, TX
  • 2010-04-01 → 2011-05-31
    Td Ameritrade Investment Management, Llc
    Ft Worth, TX
  • 2004-12-06 → 2010-03-09
    Strategic Advisers Llc
    Westlake, TX
  • 2003-10-10 → 2003-10-30
    Wells Fargo Investments, Llc
    Arlington, TX
  • 2002-07-02 → 2002-12-18
    A. G. Edwards & Sons, Inc.
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-01
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • S66 Uniform Combined State Law Examination
    2002-07-01
  • S63 Uniform Securities Agent State Law Examination
    2000-10-09
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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