Jay Ditty

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 12/2021
  Wells Fargo Bank Na
  Ft Worth, TX
• 08/2016 → 12/2021
  Wells Fargo Clearing Services, Llc
  Ft Worth, TX
• 01/2022 → 04/2022
  J.P. Morgan Securities Llc
  Weatherford, TX
• 01/2022 → 04/2022
  Jpmorgan Chase Bank, N.A.
  Weatherford, TX
• 04/2022 → 06/2023
  Schwab Private Client Investment Advisory, Inc.
  Westlake, TX
• 04/2022 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 06/2023 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX

Previous Registrations

• 2022-04-18 → 2023-06-06
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
  Westlake, TX
• 2022-02-17 → 2022-04-12
  J.P. Morgan Securities Llc
  Weatherford, TX
• 2016-12-13 → 2022-01-13
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Fort Worth, TX
  Hurst, TX
  Keller, TX

Other Businesses

1) Silver Creek Baptist Church | Investment Related:No|151 Ruth Lane|Azle|TX|76020|US|Other|Senior Pastor|10/20/2011|20-40|0|Plan, lead and preach at weekly worship services on Sundays and Wednesday evenings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-12
• S63 Uniform Securities Agent State Law Examination
  2016-11-16

Other Names

• Jay A Ditty
• Jason Allen Ditty
• Jay Ditty