Jason Alan Pinholster

Current Employers

Charles Schwab & Co., Inc.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-11-29

FL RA
APPROVED

Since 2016-11-29

Branch Locations

28200 Us Highway 19 North Suite A, Clearwater, FL 33761-2622 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc	Peoria	AZ	11/2009	11/2016
Charles Schwab Bank	Peoria	AZ	04/2015	11/2016
Charles Schwab & Co., Inc	Clearwater	FL	11/2016	Present
Charles Schwab Bank Ssb	Clearwater	FL	11/2016	Present

11/2009 → 11/2016

Charles Schwab & Co., Inc

Peoria, AZ
04/2015 → 11/2016

Charles Schwab Bank

Peoria, AZ
11/2016 → Present

Charles Schwab & Co., Inc

Clearwater, FL
11/2016 → Present

Charles Schwab Bank Ssb

Clearwater, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-29
S63	Uniform Securities Agent State Law Examination	2012-09-07

S65 Uniform Investment Adviser Law Examination

2015-09-29
S63 Uniform Securities Agent State Law Examination

2012-09-07

View on SEC IAPD

Current Employers

Charles Schwab & Co., Inc.

Disclosures

Employment History

Exams

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