Jason Donald Thomas Boyer

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

• 06/2019 → 10/2020
  Charles Schwab And Co., Inc.
  Phoenix, AZ
• 09/2018 → 06/2019
  Randstad
  Scottsdale, AZ
• 01/2016 → 01/2018
  Az Buyers Club
  Phoenix, AZ
• 10/2020 → 09/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 01/2018 → 09/2018
  Unemployed
  Tempe, AZ
• 01/2022 → 04/2022
  Morgan Stanley
  Gilbert, AZ
• 09/2021 → 01/2022
  Unemployed
  Phoenix, AZ
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2024 → Present
  Charles Schwab Trust Company Of Delaware Inc
  Phoenix, AZ
• 07/2024 → Present
  Charles Schwab Trust Company
  Phoenix, AZ

Previous Registrations

• 2022-02-02 → 2022-04-18
  Morgan Stanley
  Gilbert, AZ
• 2021-01-04 → 2021-09-14
  Edelman Financial Engines
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-08
• S63 Uniform Securities Agent State Law Examination
  2019-11-01

Other Names

• Jason Boyer
• Jason Donald Thomas Boyer
• Jason D Boyer