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Jason Clark

Charles Schwab & Co., Inc.

Atlanta, GA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-27
  • GA RA
    APPROVED
    Since 2025-10-27

Branch Locations

1075 Peachtree St Ne Suite 1, Atlanta, GA 30309 • 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
Fidelity Brokerage Services, Llc Salt Lake City UT 10/2016 06/2021
Vivint Inc. Provo UT 06/2016 10/2016
Vivint Solar Lehi UT 06/2015 06/2016
Fidelity Personal And Workplace Advisors Boston MA 07/2018 06/2021
Maverick Broker, Llc Herndon VA 06/2021 01/2022
Vivint, Inc. Provo UT 01/2022 05/2022
Fidelity Investments Dunwoody GA 05/2022 10/2025
Fidelity Investments Boston MA 03/2025 10/2025
Charles Schwab Bank, Ssb Atlanta GA 10/2025 Present
Charles Schwab & Co., Inc. Atlanta GA 10/2025 Present
  • 10/2016 → 06/2021
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 06/2016 → 10/2016
    Vivint Inc.
    Provo, UT
  • 06/2015 → 06/2016
    Vivint Solar
    Lehi, UT
  • 07/2018 → 06/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2021 → 01/2022
    Maverick Broker, Llc
    Herndon, VA
  • 01/2022 → 05/2022
    Vivint, Inc.
    Provo, UT
  • 05/2022 → 10/2025
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → 10/2025
    Fidelity Investments
    Boston, MA
  • 10/2025 → Present
    Charles Schwab Bank, Ssb
    Atlanta, GA
  • 10/2025 → Present
    Charles Schwab & Co., Inc.
    Atlanta, GA
Previous Registrations
  • 2025-03-31 → 2025-10-21
    Strategic Advisers Llc
    Dunwoody, GA
    Dacula, GA
    Dacula, GA
    Dunwoody, GA
    Boston, MA
  • 2022-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
  • 2018-07-13 → 2021-06-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-05-12 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-30
S63 Uniform Securities Agent State Law Examination 2016-11-21
  • S66 Uniform Combined State Law Examination
    2017-04-30
  • S63 Uniform Securities Agent State Law Examination
    2016-11-21
Other Names
  • Jason Patrick Clark
  • Jason Clark

View on SEC IAPD

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