Jason C Palmer

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

• 02/2016 → 11/2016
  Edward Jones
  Saint Louis, MO
• 07/2017 → 10/2017
  Allstate Insurance Company
  Arvada, CO
• 11/2016 → 07/2017
  Unemployed
  Arvada, CO
• 03/2018 → 05/2020
  Usaa Financial Planning
  Colorado Springs, CO
• 03/2018 → 05/2020
  Usaa Investment Services Company
  Colorado Springs, CO
• 03/2018 → 05/2020
  Usaa Finanacial Advisors Inc
  Colorado Springs, CO
• 10/2017 → 03/2018
  Unemployed
  Monument, CO
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Monument, CO

Previous Registrations

• 2018-04-10 → 2020-05-24
  Usaa Investment Services Company
  Colorado Springs, CO
• 2017-08-01 → 2017-10-26
  Allstate Financial Advisors, Llc
  Arvada, CO
• 2016-06-24 → 2016-11-08
  Edward Jones
  Monument, CO
  St Louis, MO
  Monument, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-04-19

Other Names

• Jason Chandler Palmer