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Jason R Brim

Charles Schwab & Co., Inc.

South Barrington, IL

Schaumburg, IL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-15
  • IL RA
    APPROVED
    Since 2022-06-15

Branch Locations

100 West Higgins Road Suite A-1, South Barrington, IL 60010-9408 • United States

1160 N Plaza Drive, Schaumburg, IL 60173 • 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
Lakeshore Financial Group Chicago IL 08/2018 05/2022
Chiro One Wellness Centers South Elgin IL 01/2011 08/2018
Equity Services Inc Montpelier VT 09/2018 05/2022
National Life Group Chicago IL 09/2018 05/2022
Charles Schwab & Co., Inc. Barrington IL 05/2022 Present
Charles Schwab Bank, Ssb Barrington IL 05/2022 Present
  • 08/2018 → 05/2022
    Lakeshore Financial Group
    Chicago, IL
  • 01/2011 → 08/2018
    Chiro One Wellness Centers
    South Elgin, IL
  • 09/2018 → 05/2022
    Equity Services Inc
    Montpelier, VT
  • 09/2018 → 05/2022
    National Life Group
    Chicago, IL
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Barrington, IL
  • 05/2022 → Present
    Charles Schwab Bank, Ssb
    Barrington, IL
Previous Registrations
Other Businesses

1. NATIONAL LIFE GROUP | INVESTMENT-RELATED | 1 NATIONAL LIFE DR., MOTPELIER, VT 05604 | LIFE INSURANCE | AGENT | 2018 | 0 HPM | NONE DURING TRADING HRS | PASSIVE RESIDUAL INCOME ON LIFE INSURANCE RENEWALS 2. LANDLORD | Related:No | 457 Snow Drift Circle;Bartlett;IL;60103;IL | Real Estate (Non-Agent/Broker) | Landlord | 2012-09-13 | HoursPerMonth:Less than 20 | HoursSpentduringSecurityTrading:0 | Insure that any necessary repairs or upgrades are made when necessary for tenant. 3. Jason Brim Farmland | Investment Related:No | Agriculture/Forestry/Fishing | Owner | 2012-02-02 | HoursPerMonth:Less than 20 | HoursSpentduringSecurityTrading:0 | Renting out 40 acres of farmland for farming purposes in Central Illinois.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-19
  • S66 Uniform Combined State Law Examination
    2019-04-19
Other Names
  • Jason Brim

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE DALA GROUP, LLC
CLEARWATER CAPITAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
HIGHPOINT PLANNING PARTNERS
INTEGRITY INVESTMENT MANAGEMENT

Other Investors

DOMENICO ERNANDEZ
DANIEL MICHAEL SAVAS
LLOYD WILLIAM MONTGOMERY
JAMES JON DANIELSON
MICHELLE RENEE TWITCHELL
TINA MARIE BARRILE
MICHAEL DAVID HEATWOLE
Dana Rose Arvanites

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SOUTH BARRINGTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · South Barrington, IL
THE DALA GROUP, LLC · HOFFMAN ESTATES, IL
CLEARWATER CAPITAL PARTNERS · HOFFMAN ESTATES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Hoffman Estates, IL
EDWARD JONES · HOFFMAN ESTATES, IL
HIGHPOINT PLANNING PARTNERS · Hoffman Estates, IL
INTEGRITY INVESTMENT MANAGEMENT · HOFFMAN ESTATES, IL

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