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Jason Cole Cherry

Charles Schwab & Co., Inc.

Indianapolis, IN

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2014-02-28
  • IN RA
    APPROVED
    Since 2014-02-28

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Charles Schwab & Co., Inc Indianapolis IN 12/2010 Present
Charles Schwab Bank, Ssb Indianapolis IN 12/2014 07/2017
Charles Schwab Bank, Ssb Indianapolis IN 12/2025 Present
  • 12/2010 → Present
    Charles Schwab & Co., Inc
    Indianapolis, IN
  • 12/2014 → 07/2017
    Charles Schwab Bank, Ssb
    Indianapolis, IN
  • 12/2025 → Present
    Charles Schwab Bank, Ssb
    Indianapolis, IN
Previous Registrations
  • 2008-12-24 → 2010-12-14
    Thrivent Investment Management Inc.
    Fishers, IN
    Greenwood, IN
    Carmel, IN
  • 2006-08-09 → 2008-12-10
    Chase Investment Services Corp.
    Noblesville, IN
    Fishers, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-08
S63 Uniform Securities Agent State Law Examination 2000-02-01
  • S65 Uniform Investment Adviser Law Examination
    2006-08-08
  • S63 Uniform Securities Agent State Law Examination
    2000-02-01

View on SEC IAPD

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