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Jason Maurice King

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-06
  • TX RA
    APPROVED
    Since 2021-07-06

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 10/2020 Present
Summit Partners, Inc. Thousand Oaks CA 03/2018 06/2019
Flatiron Bagel Thousand Oaks CA 08/2017 03/2018
Steve Thomas Mini Cooper Camarillo CA 07/2017 10/2017
Robert Maron, Inc. Thousand Oaks CA 01/2017 09/2017
Roundtable Pizza Thousand Oaks CA 09/2014 12/2016
Student Thousand Oaks CA 07/2019 05/2020
Unemployed Thousand Oaks CA 06/2020 09/2020
  • 10/2020 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2018 → 06/2019
    Summit Partners, Inc.
    Thousand Oaks, CA
  • 08/2017 → 03/2018
    Flatiron Bagel
    Thousand Oaks, CA
  • 07/2017 → 10/2017
    Steve Thomas Mini Cooper
    Camarillo, CA
  • 01/2017 → 09/2017
    Robert Maron, Inc.
    Thousand Oaks, CA
  • 09/2014 → 12/2016
    Roundtable Pizza
    Thousand Oaks, CA
  • 07/2019 → 05/2020
    Student
    Thousand Oaks, CA
  • 06/2020 → 09/2020
    Unemployed
    Thousand Oaks, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-06
  • S66 Uniform Combined State Law Examination
    2021-07-06
Other Names
  • Jason M King

View on SEC IAPD

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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