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Jason Schroeder

Axos Invest, Inc

Omaha, NE

Las Vegas, NV

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Current Employers
Axos Invest, Inc

9205 W Russell Road Suite 400, Las Vegas, NV 89148 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-10-12
  • NE RA
    APPROVED
    Since 2021-10-12

Branch Locations

1299 Farnam Street Suite 800, Omaha, NE 68102 • United States

9205 W Russell Road Suite 400, Las Vegas, NV 89148 • 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
Securities America Inc La Vista NE 03/2015 01/2021
Axos Clearing Omaha NE 04/2021 Present
Axos Invest Llc Omaha NE 04/2021 Present
Axos Invest Inc Omaha NE 04/2021 Present
  • 03/2015 → 01/2021
    Securities America Inc
    La Vista, NE
  • 04/2021 → Present
    Axos Clearing
    Omaha, NE
  • 04/2021 → Present
    Axos Invest Llc
    Omaha, NE
  • 04/2021 → Present
    Axos Invest Inc
    Omaha, NE
Previous Registrations
  • 2003-02-28 → 2015-03-18
    Td Ameritrade Investment Management, Llc
    Bellevue, NE
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-23
S63 Uniform Securities Agent State Law Examination 1998-08-31
  • S65 Uniform Investment Adviser Law Examination
    2021-07-23
  • S63 Uniform Securities Agent State Law Examination
    1998-08-31
Other Names
  • Jason C Schroeder
  • Jason Cambridge Schroeder

View on SEC IAPD

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