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Jason Robert Dittfurth

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 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

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
Usaa Financial Advisors Inc Addison TX 03/2011 05/2020
Usaa Financial Planning Services Addison TX 03/2011 05/2020
Aggressive Threads Lewisville TX 12/2009 09/2024
Usaa Investment Management Company Addison TX 01/2018 05/2020
Twisted Steel Speed Shop Lewisville TX 09/2018 01/2020
Charles Schwab And Co., Inc. Westlake TX 05/2020 Present
Charles Schwab Bank, Ssb Westlake TX 05/2020 Present
  • 03/2011 → 05/2020
    Usaa Financial Advisors Inc
    Addison, TX
  • 03/2011 → 05/2020
    Usaa Financial Planning Services
    Addison, TX
  • 12/2009 → 09/2024
    Aggressive Threads
    Lewisville, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Addison, TX
  • 09/2018 → 01/2020
    Twisted Steel Speed Shop
    Lewisville, TX
  • 05/2020 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
Other Businesses

Aggressive Threads|Investment Related:No|2615 Merlin Dr;Lewisville;TX;75056;USA|Clothing/Textile Manufacturing|Owner|2008-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|screenprinting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-11
  • S66 Uniform Combined State Law Examination
    2001-04-11
Designations
Other Names
  • Jason Robert Dittfurth

View on SEC IAPD

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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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