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Jason Kalman

Schnieders Capital Management, LLC.

Pasadena, CA

Phoenix, AZ

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Current Employers
Schnieders Capital Management, Llc.

200 South Los Robles Avenue Suite 510, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-17
  • AZ RA
    APPROVED
    Since 2026-08-17

Branch Locations

200 South Los Robles Avenue Suite 510, Pasadena, CA 91101 • United States

Phoenix, AZ • 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
University Of Nevada Reno, Bachelor’s In Business Reno NV 07/2013 12/2018
University Of Nevada Reno, Master’s Of Finance Reno NV 06/2019 08/2021
Asrc Industrial Phoenix AZ 04/2021 06/2022
Whittier Trust Company Reno NV 06/2022 06/2024
Straight Arrow Capital Management Phoenix AZ 06/2024 Present
Truthan Towers Reno NV 08/2020 07/2021
Its Logistics Reno NV 01/2019 06/2019
Schnieders Capital Management Pasadena CA 07/2026 Present
  • 07/2013 → 12/2018
    University Of Nevada Reno, Bachelor’s In Business
    Reno, NV
  • 06/2019 → 08/2021
    University Of Nevada Reno, Master’s Of Finance
    Reno, NV
  • 04/2021 → 06/2022
    Asrc Industrial
    Phoenix, AZ
  • 06/2022 → 06/2024
    Whittier Trust Company
    Reno, NV
  • 06/2024 → Present
    Straight Arrow Capital Management
    Phoenix, AZ
  • 08/2020 → 07/2021
    Truthan Towers
    Reno, NV
  • 01/2019 → 06/2019
    Its Logistics
    Reno, NV
  • 07/2026 → Present
    Schnieders Capital Management
    Pasadena, CA
Other Businesses

Straight Arrow Capital Management, 2425 E Camelback Road suite 990, Phoenix, AZ 85016 Financial Services COO, day to day operation Full time

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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