Jason M Williams

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-05-18
TX	RA	APPROVED_RES	2020-01-06
CO	RA	APPROVED	2012-01-03

PA RA
APPROVED

Since 2020-05-18
TX RA
APPROVED_RES

Since 2020-01-06
CO RA
APPROVED

Since 2012-01-03

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/1999	Present
Schwab Wealth Advisory Inc	Lone Tree	CO	01/2012	Present

11/1999 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
01/2012 → Present

Schwab Wealth Advisory Inc

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-03-05
S63	Uniform Securities Agent State Law Examination	2000-04-25

S66 Uniform Combined State Law Examination

2003-03-05
S63 Uniform Securities Agent State Law Examination

2000-04-25

Other Names

Jason Michael Williams