Jason Victor Rizkallah

Current Employers

Employment History

• 11/2012 → 08/2019
  Charles Schwab & Co., Inc.
  Gaithersburg, MD
• 09/2019 → Present
  Mclean Asset Management Corporation
  Tysons, VA

Previous Registrations

• 2012-12-05 → 2019-09-17
  Charles Schwab & Co., Inc.
  Potomac, MD
  Bethesda, MD
  Gaithersburg, MD
  Bethesda, MD
• 2010-04-27 → 2012-11-27
  Capital One Financial Advisors Llc
  Melville, NY
  Mclean, VA
• 2007-01-25 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD

Other Businesses

1) Name: McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Designated Registered Licensed Producer; Start Date: December 2020; Approximate Monthly Hours Spent on this Activity: 20; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Primary point of contact for fixed insurance and annuity products and serves resource for assisting clients and representatives of McLean Asset Management in identifying appropriate insurance and annuity products. 2)Name: Montgomery Countryside Alliance, Inc.; Investment-related: Yes; Address: PO Box 24, Poolesville, MD 20837; Nature of business: Promotes sound economic land use and transportation policies and programs that preserve the natural environment, open spaces, and rural lands in Montgomery Countyâ??s Agricultural Reserve for the benefit of all Washington Metro area residents; Title: Board Member; Start Date: 5/11/2021; Approximate Monthly Hours Spent on this Activity: 2; Approximate Monthly Hours Spent on this Activity During Trading Hours: 0; Duties: Provide general education around general investing and financial topics. No specific investment advice will be provided.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-09

Designations

Other Names

• Jason Rizkallah