Jason Derek Roberts

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

• 06/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2021 → 06/2025
  Jpmorgan Chase Bank Na
  Plano, TX
• 03/2021 → 06/2025
  J.P. Morgan Securities Llc
  Plano, TX
• 05/2017 → 03/2021
  Jpmorgan Chase Bank Na
  Plano, TX
• 04/2016 → 04/2017
  Hitachi Consulting Corporation
  Dallas, TX
• 06/2025 → Present
  Charles Schwab Bank
  Westlake, TX

Previous Registrations

• 2021-06-02 → 2025-06-23
  J.P. Morgan Securities Llc
  Los Angeles, CA
  Dallas, TX
  Plano, TX
  Dallas, TX
  Plano, TX
  Los Angeles, CA
  New York, NY
• 2013-09-20 → 2015-03-09
  Morgan Stanley
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-02

Designations

• Certified Financial Planner

Other Names

• Jason D Roberts
• Derek Roberts