Jason Everett Helton

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

• 02/2015 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 03/2015 → 10/2018
  Bank Of America, N.A.
  Fort Worth, TX
• 10/2018 → 09/2020
  Oppenheimer & Co. Inc
  Fort Worth, TX
• 09/2020 → 06/2021
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 06/2021 → 10/2024
  Charles Schwab Premier Bank, Ssb
  Westlake, TX
• 06/2021 → Present
  Charles Schwab & Co
  Westlake, TX
• 10/2024 → Present
  Charles Schwab Bank Ssb
  Westlake, TX

Previous Registrations

• 2020-09-18 → 2021-07-02
  United Capital Financial Advisors
  Irving, TX
• 2018-10-25 → 2020-09-11
  Oppenheimer & Co. Inc.
  Fort Worth, TX
• 2015-03-03 → 2018-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Trophy Club, TX
  Trophy Club, TX
  Fort Worth, TX
  Trophy Club, TX
  Trophy Club, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2014-04-28 → 2014-06-05
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25
• S63 Uniform Securities Agent State Law Examination
  2013-10-14

Designations

• Certified Financial Planner

Other Names

• Jason Helton
• Jason E Helton