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Jason Ian Abar

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 3077330

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-29
CO RA APPROVED 2014-12-18
  • TX RA
    APPROVED
    Since 2020-01-29
  • CO RA
    APPROVED
    Since 2014-12-18

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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. Lone Tree CO 12/2014 Present
Schwab Wealth Advisory Inc Lone Tree CO 12/2014 Present
Previous Registrations
  • 2013-01-11 → 2014-12-19
    Reilly Financial Advisors
    La Mesa, CA
  • 2011-03-09 → 2013-01-05
    Curian Capital, Llc
    Denver, CO
  • 2005-08-04 → 2011-02-16
    Mml Investors Services, Llc
    Denver, CO
    Denver, CO
Other Businesses

1) Abar Investments Inc.|Investment Related: No|6500 W. Mansfield Ave. #55, Denver, CO, 80235, USA|Investments|N/A|12/26/2023|Less than 20 hour/month - 0 during trading hours|N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-02
S63 Uniform Securities Agent State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2005-06-02
  • S63 Uniform Securities Agent State Law Examination
    2004-07-30
Designations
  • Certified Financial Planner
Other Names
  • Jason Abar

View on SEC IAPD

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