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Jason Alan Meeks

Charles Schwab & Co., Inc.

Plano, TX

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-12-04
  • TX RA
    APPROVED
    Since 2017-12-04

Branch Locations

3310 Dallas Parkway Suite 111, Plano, TX 75093-7709 • 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
Td Ameritrade Fort Worth TX 08/2012 10/2017
Charles Schwab & Co., Inc. Plano TX 10/2017 Present
Charles Schwab Bank Plano TX 10/2017 Present
  • 08/2012 → 10/2017
    Td Ameritrade
    Fort Worth, TX
  • 10/2017 → Present
    Charles Schwab & Co., Inc.
    Plano, TX
  • 10/2017 → Present
    Charles Schwab Bank
    Plano, TX
Previous Registrations
  • 2014-02-18 → 2017-10-20
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
    Westlake, TX
    Westlake, TX
  • 2014-02-18 → 2017-10-20
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-14
S63 Uniform Securities Agent State Law Examination 2012-10-22
  • S66 Uniform Combined State Law Examination
    2014-02-14
  • S63 Uniform Securities Agent State Law Examination
    2012-10-22
Other Names
  • Jason Meeks

View on SEC IAPD

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