Jayson Scott Sacco

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 05/2018
  Usaa Group
  San Antonio, TX
• 05/2017 → 12/2017
  Lyft
  San Francisco, CA
• 02/2021 → 12/2021
  Fidelity Investments
  Jacksonville, FL
• 06/2018 → 01/2021
  Unemployed
  Jacksonville, FL
• 12/2021 → 08/2022
  Ameriprise Financial Services (Ferhadson & Associates)
  Troy, MI
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Casco, MI
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Casco, MI

Previous Registrations

• 2022-01-04 → 2022-08-09
  Ameriprise Financial Services, Llc
  Troy, MI
• 2021-07-21 → 2021-12-14
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2018-01-08 → 2018-06-08
  Usaa Investment Services Company
  San Antonio, TX
• 2017-01-03 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2015-01-27 → 2017-01-06
  Usaa Investment Services Company
  San Antonio, TX
• 2005-04-28 → 2015-02-12
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 2004-07-26 → 2005-04-01
  Cuna Brokerage Services, Inc.
  Saginaw, MI
• 2004-03-25 → 2004-07-16
  Banc One Securities Corporation
  Saginaw, MI
• 2002-08-26 → 2003-12-19
  Usaa Investment Services Company
  Phoenix, AZ

Other Businesses

1) The Axial Spondyloarthritis Podcast | Investment Related:No|Broadcasting/Music/Film|Host|5/1/2018|Less than 20|0|I host a weekly podcast., 2) Jayson S. Sacco | Investment Related:No|Printing/Publishing|Author|2/4/2026|Less than 20|0|Writing fiction books.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-08
• S65 Uniform Investment Adviser Law Examination
  2002-08-08
• S63 Uniform Securities Agent State Law Examination
  1996-08-27

Other Names

• Jayson S. Sacco
• Jayson Sacco
• Jayson Sallo