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Kacie Jason

Dimensional Fund Advisors LP

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-14
  • TX RA
    APPROVED
    Since 2023-09-14

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Dimensional Fund Advisors Austin TX 07/2018 05/2023
Protiviti Dallas TX 08/2017 07/2018
University Of Texas At Austin Austin TX 08/2013 05/2017
J.P. Morgan Securities Llc Austin TX 05/2023 08/2023
Jpmorgan Chase Bank, N.A. Austin TX 05/2023 08/2023
Unemployed Dallas TX 06/2017 07/2017
Snap Kitchen Austin TX 07/2015 01/2017
Dimensional Fund Advisors Austin TX 08/2023 Present
  • 07/2018 → 05/2023
    Dimensional Fund Advisors
    Austin, TX
  • 08/2017 → 07/2018
    Protiviti
    Dallas, TX
  • 08/2013 → 05/2017
    University Of Texas At Austin
    Austin, TX
  • 05/2023 → 08/2023
    J.P. Morgan Securities Llc
    Austin, TX
  • 05/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    Austin, TX
  • 06/2017 → 07/2017
    Unemployed
    Dallas, TX
  • 07/2015 → 01/2017
    Snap Kitchen
    Austin, TX
  • 08/2023 → Present
    Dimensional Fund Advisors
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-01
  • S66 Uniform Combined State Law Examination
    2019-02-01
Other Names
  • Kacie Therese Walsh
  • Kacie Walsh

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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