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Jason Jeffrey Zeroll

Charles Schwab & Co., Inc.

Marlton, NJ

San Clemente, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-01-04
  • CA RA
    APPROVED
    Since 2018-01-04

Branch Locations

300 Route 73 Suite D, Marlton, NJ 08053 • United States

San Clemente, CA • 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. San Diego CA 11/2017 Present
Charles Schwab Bank San Diego CA 11/2017 Present
Unemployed San Diego CA 02/2016 10/2017
  • 11/2017 → Present
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 11/2017 → Present
    Charles Schwab Bank
    San Diego, CA
  • 02/2016 → 10/2017
    Unemployed
    San Diego, CA
Previous Registrations
  • 2010-09-14 → 2016-05-06
    Citigroup Global Markets Inc.
    Solana Beach, CA
    Costa Mesa, CA
    Costa Mesa, CA
    Solana Beach, CA
    San Francisco, CA
    Los Angeles, CA
    Los Angeles, CA
  • 2010-04-21 → 2010-09-02
    U.S. Bancorp Advisors, Llc
    San Diego, CA
  • 2007-05-29 → 2010-03-10
    Citigroup Global Markets Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2005-12-21 → 2007-05-29
    Citicorp Investment Services
    Costa Mesa, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-15
S63 Uniform Securities Agent State Law Examination 1998-10-09
  • S66 Uniform Combined State Law Examination
    2005-12-15
  • S63 Uniform Securities Agent State Law Examination
    1998-10-09

View on SEC IAPD

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CITIZENS SECURITIES, INC.
MORGAN STANLEY
M FINANCIAL PLANNING SERVICES, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

ALLISON TAYLOR CASEY
Douglass F Ergood, Jr
PAUL D WAMPLER
John Thomas Franchi
TREVOR CHARLES WAMPLER
DOUGLASS F ERGOOD
Frank Charles Midili
Jason McEvoy

Other Offices

JANNEY MONTGOMERY SCOTT LLC · MARLTON, NJ
LINCOLN INVESTMENT · MARLTON, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARLTON, NJ
CITIZENS SECURITIES, INC. · MARLTON, NJ
MORGAN STANLEY · Marlton, NJ
M FINANCIAL PLANNING SERVICES, INC · MARLTON, NJ
LPL FINANCIAL LLC · MARLTON, NJ
OSAIC WEALTH, INC. · MARLTON, NJ

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