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Jason Robert Bettendorf

Schwab Wealth Advisory, Inc.

Irvine, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-22
  • CA RA
    APPROVED
    Since 2026-05-22

Branch Locations

2 Park Plaza, Irvine, CA 92614 • 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
Schwab Wealth Advisory Inc. Irvine CA 03/2026 Present
Charles Schwab & Co., Inc. Irvine CA 03/2026 Present
Https://Schwab.aPpiancloud.cOm/Suite/Sites/Complianceprofile/Pag Irvine CA 07/2013 01/2026
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22

View on SEC IAPD

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