Jason Arnold Randlett

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 11/2009 → 03/2017
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2012 → 03/2017
  Schwab Private Client Investment Advisory, Inc.
  Indianapolis, IN
• 04/2017 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2012-01-03 → 2017-04-05
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2009-12-01 → 2011-12-31
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Indianapolis, IN
• 2008-01-01 → 2009-11-16
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2007-03-07 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Indianapolis, IN
  Indianapolis, IN
  St. Louis, MO

Other Businesses

RANDLETT FINANCIAL: OWNER/PRESIDENT; PROVIDES TURNKEY OFFICE AND MARKETING SOLUTION FOR FINANCIAL ADVISORS SINCE MARCH 2018. NON-INVESTMENT RELATED ACTIVITY; APPROXIMATELY 20 HRS PER MONTH SPENT ON THIS ACTIVITY, 2 HRS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-06

Designations

• Certified Financial Planner

Other Names

• Jason A Randlett