Jason N Hale

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:

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

Current Employers

Employment History

• 03/2004 → 03/2018
  Scottrade, Inc.
  Thousand Oaks, CA
• 07/2019 → Present
  Charles Schwab & Co., Inc.
  Palm Beach Gardens, FL
• 07/2019 → Present
  Charles Schwab Bank, Ssb
  Palm Beach Gardens, FL
• 07/2019 → 07/2019
  T Rowe Price
  Colorado Springs, CO
• 03/2018 → 06/2019
  N/A
  Colorado Springs, CO

Previous Registrations

• 2022-06-02 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  West Palm Beach, FL
  West Palm Beach, FL
• 2017-02-13 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

(1) The Springs Properties LLC; Property Manager; 3626 N Stone Ave Ste 1, Colorado Springs, CO; START DATE: 07/01/2007; Answer tenant calls and questions, schedule maintenance, and responsible for leasing of properties; Generally less than 20 hours per month; Not investment related. (2) Hale Theory Homes LLC; Owner/Property Manager; 2315 N Chelton Rd, Colorado Springs, CO; START DATE: 01/01/2019; Own rental properties, lease homes, manage maintenance and tenant issues; Generally less than 20 hours per month; Not investment related. (3) Squeak E Clean Car Wash; Owner/Operator; Athens, TX; START DATE: 02/18/2022; Generally less than 20 hours per month; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-13
• S63 Uniform Securities Agent State Law Examination
  2006-07-10

Other Names

• Jason N Hale
• Hale Hale