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Jason Matthew Rasmussen

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6977266

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-12-18
IL RA APPROVED 2020-09-14
  • CO RA
    APPROVED
    Since 2023-12-18
  • IL RA
    APPROVED
    Since 2020-09-14

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Nylife Securities Llc Sioux Falls SD 06/2018 07/2020
Kruse Financial Group Dakota Dunes SD 06/2018 07/2020
University Of South Dakota Vermillion SD 08/2015 05/2018
Hyvee Vermillion SD 06/2017 04/2018
Unemployed Sioux City IA 04/2018 06/2018
Unemployed Sioux City IA 01/2017 06/2017
Taco John's Sioux City IA 06/2013 01/2017
Eagle Strategies Llc Dakota Dunes SD 12/2018 07/2020
Charles Schwab & Co., Inc. Lone Tree CO 08/2020 Present
  • 06/2018 → 07/2020
    Nylife Securities Llc
    Sioux Falls, SD
  • 06/2018 → 07/2020
    Kruse Financial Group
    Dakota Dunes, SD
  • 08/2015 → 05/2018
    University Of South Dakota
    Vermillion, SD
  • 06/2017 → 04/2018
    Hyvee
    Vermillion, SD
  • 04/2018 → 06/2018
    Unemployed
    Sioux City, IA
  • 01/2017 → 06/2017
    Unemployed
    Sioux City, IA
  • 06/2013 → 01/2017
    Taco John's
    Sioux City, IA
  • 12/2018 → 07/2020
    Eagle Strategies Llc
    Dakota Dunes, SD
  • 08/2020 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-27
  • S66 Uniform Combined State Law Examination
    2018-10-27

View on SEC IAPD

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