Jason Zachary Timpe

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

• 12/2003 → 09/2018
  Fidelity Brokerage Services
  Blue Ash, OH
• 07/2018 → 09/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2018 → 03/2020
  Polaris Greystone Financial Group
  San Rafael, CA
• 04/2020 → Present
  Schwab Wealth Advisory Inc
  Denver, CO
• 04/2020 → Present
  Charles Schwab And Co., Inc.
  Denver, CO

Previous Registrations

• 2018-10-09 → 2020-03-26
  Polaris Wealth Advisory Group
  San Jose, CA
  San Rafael, CA
• 2018-07-13 → 2018-10-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-04-09 → 2018-07-13
  Strategic Advisers Llc
  Cincinnati, OH
  San Francisco, CA
  San Francisco, CA
• 2003-03-07 → 2003-03-28
  Ameriprise Financial Services, Llc
  Plantation, FL

Exams

• S66 Uniform Combined State Law Examination
  2010-04-08

Designations

• Certified Financial Planner