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Jason P Zubiel

Dimensional Fund Advisors LP

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Columbia Management Group Boston MA 08/2004 Present
Columbia Management Advisors, Llc Boston MA 04/2005 Present
Riversource Investments Minneapolis MN 05/2010 Present
Riversource Fund Distributors, Inc. Minneapolis MN 05/2010 09/2025
Dimensional Fund Advisors Charlotte NC 09/2025 Present
  • 08/2004 → Present
    Columbia Management Group
    Boston, MA
  • 04/2005 → Present
    Columbia Management Advisors, Llc
    Boston, MA
  • 05/2010 → Present
    Riversource Investments
    Minneapolis, MN
  • 05/2010 → 09/2025
    Riversource Fund Distributors, Inc.
    Minneapolis, MN
  • 09/2025 → Present
    Dimensional Fund Advisors
    Charlotte, NC
Previous Registrations
  • 2010-05-01 → 2024-11-02
    Columbia Management Investment Advisers, Llc
    Minneapolis, MN
    Boston, MA
    Myrtle Beach, SC
  • 2005-05-02 → 2010-05-01
    Bofa Advisors, Llc
    Boston, ME
    Boston, MA
  • 2005-02-17 → 2005-04-29
    Columbia Management Advisors, Inc.
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-16
S63 Uniform Securities Agent State Law Examination 2003-03-27
  • S65 Uniform Investment Adviser Law Examination
    2005-02-16
  • S63 Uniform Securities Agent State Law Examination
    2003-03-27
Other Names
  • Jason Paul Zubiel
  • Jason Paul Zubiel

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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