Jason Earl Comer

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2025-12-17
TX	RA	APPROVED	2016-11-10

LA RA
APPROVED

Since 2025-12-17
TX RA
APPROVED

Since 2016-11-10

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Schwab Wealth Advisory, Inc.	Westlake	TX	08/2016	Present
Charles Schwab & Co., Inc.	Westlake	TX	08/2016	Present

08/2016 → Present

Schwab Wealth Advisory, Inc.

Westlake, TX
08/2016 → Present

Charles Schwab & Co., Inc.

Westlake, TX

Previous Registrations

2014-09-15 → 2016-07-15

Tiaa-Cref Individual & Institutional Services, Llc

Norman, OK

Stillwater, OK
2011-04-21 → 2014-08-11

Usaa Financial Planning Services

Addison, TX
2010-02-26 → 2011-03-24

Td Ameritrade, Inc.

Fort Worth, TX

Westlake, TX
2010-02-26 → 2011-03-24

Td Ameritrade Investment Management, Llc

Fort Worth, TX
2007-05-24 → 2008-05-14

Strategic Advisers Llc

Westlake, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-04-30
S63	Uniform Securities Agent State Law Examination	2000-11-22

S65 Uniform Investment Adviser Law Examination

2007-04-30
S63 Uniform Securities Agent State Law Examination

2000-11-22

View on SEC IAPD

Current Employers

Schwab Wealth Advisory, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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