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Jason Stephen Dugdale

Charles Schwab & Co., Inc.

Dallas, TX

CRD 4524893

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-04-01
  • TX RA
    APPROVED
    Since 2014-04-01

Branch Locations

8401 N Central Expy Suite 110, Dallas, TX 75225-4403 • 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. Dallas TX 03/2014 Present
Charles Schwab Bank Dallas TX 03/2014 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-05-19
S65 Uniform Investment Adviser Law Examination 2001-07-25
  • S63 Uniform Securities Agent State Law Examination
    2014-05-19
  • S65 Uniform Investment Adviser Law Examination
    2001-07-25
Other Names
  • Jason Dugdale

View on SEC IAPD

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