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Jason R Eddy

Charles Schwab & Co., Inc.

Orlando, FL

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-25
  • FL RA
    APPROVED
    Since 2024-11-25

Branch Locations

1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810 • 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
Wells Fargo Advisors, Llc. Winter Springs FL 08/2016 11/2016
Wells Fargo Clearing Services, Llc Maitland FL 11/2016 11/2023
Unemployed Casselberry FL 11/2023 10/2024
Charles Schwab & Co., Inc. Orlando FL 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
S63 Uniform Securities Agent State Law Examination 2016-10-19
  • S66 Uniform Combined State Law Examination
    2021-10-26
  • S63 Uniform Securities Agent State Law Examination
    2016-10-19
Other Names
  • Jason Eddy
  • Jason Robert Eddy

View on SEC IAPD

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