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Jason John Enright

Charles Schwab & Co., Inc.

Westlake, TX

CRD 6308194

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-27
  • TX RA
    APPROVED
    Since 2022-01-27

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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, Inc. Westlake TX 03/2014 06/2024
Charles Schwab And Co., Inc. Westlake TX 01/2022 Present
Charles Schwab Bank, Ssb Westlake TX 02/2024 Present
  • 03/2014 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 01/2022 → Present
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 02/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2015-04-21 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
    Southlake, TX
    Dallas, TX
    Frisco, TX
  • 2015-04-21 → 2022-10-14
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
    Omaha, NE
    Westlake, TX
    Dallas, TX
    Frisco, TX
    Westlake, TX
Other Businesses

1) Jason Enright | Investment Related:No|Advertising|Owner |9/4/2024|Less than 20|0|Creating a Tik Tok online marketing profile to generate passive income from online posts and affiliate marketing shop that sells products direct to consumers from my advertising to my online followers

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-20
S63 Uniform Securities Agent State Law Examination 2014-04-15
  • S66 Uniform Combined State Law Examination
    2015-04-20
  • S63 Uniform Securities Agent State Law Examination
    2014-04-15
Other Names
  • Jason Enright

View on SEC IAPD

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