Jason Lohbeck

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 02/2018
  Scottrade
  St. Louis, MO
• 02/2018 → 05/2024
  Td Ameritrade, Inc.
  Chicago, IL
• 05/2024 → Present
  Charles Schwab & Co., Inc.
  St Louis, MO

Other Businesses

Name of Outside Business:Lohbeck Woodworks; Investment Related:No; Address of Outside Business:Ballwin, MO; Nature of Outside Business:Service Industry; Position:Owner; Start Date:12/26/2016; Hours per month: 40-80; Hours per month during securities trading hours: No; Description of Duties: Furniture builder

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2010-09-22

Other Names

• Jason Edward Lohbeck