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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-04
AZ RA APPROVED 2016-01-26
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • AZ RA
    APPROVED
    Since 2016-01-26

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Phoenix AZ 05/2008 Present
Schwab Wealth Advisory Inc Phoenix AZ 11/2015 Present
Other Businesses

1) Amazon | Investment Related:No|Other|Part Time - Amazon Flex Delivery Driver|7/30/2023|Less than 20|0|I am seeking part time employment with Amazon as a 'Flex' part time driver delivering consumer goods to households. There is no financial services or investment related activities for this position

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-26
S63 Uniform Securities Agent State Law Examination 2014-05-02
  • S66 Uniform Combined State Law Examination
    2016-01-26
  • S63 Uniform Securities Agent State Law Examination
    2014-05-02
Other Names
  • Jason J Tamani

View on SEC IAPD

Other Firms

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