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Jason Pearce

Schwab Wealth Advisory, Inc.

Indianapolis, IN

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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 2026-05-07
IN RA APPROVED 2024-09-27
  • TX RA
    APPROVED
    Since 2026-05-07
  • IN RA
    APPROVED
    Since 2024-09-27

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Severin Investments, Llc St. Louis MO 01/2017 03/2018
Charles Schwab & Co., Inc. Indianapolis IN 05/2022 Present
Shunk Gulley Santa Rosa Beach FL 06/2019 05/2022
Unemployed Santa Rosa Beach FL 05/2018 06/2019
Southern Self Storage Santa Rosa Beach FL 02/2018 05/2018
Unemployed Santa Rosa Beach FL 11/2016 01/2017
Schwab Wealth Advisory Indianapolis IN 09/2024 Present
  • 01/2017 → 03/2018
    Severin Investments, Llc
    St. Louis, MO
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2019 → 05/2022
    Shunk Gulley
    Santa Rosa Beach, FL
  • 05/2018 → 06/2019
    Unemployed
    Santa Rosa Beach, FL
  • 02/2018 → 05/2018
    Southern Self Storage
    Santa Rosa Beach, FL
  • 11/2016 → 01/2017
    Unemployed
    Santa Rosa Beach, FL
  • 09/2024 → Present
    Schwab Wealth Advisory
    Indianapolis, IN
Previous Registrations
  • 2017-07-14 → 2017-12-31
    Polaris Capital Management, Llc
    Santa Rosa Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
S63 Uniform Securities Agent State Law Examination 2022-10-21
S65 Uniform Investment Adviser Law Examination 2017-02-14
S65 Uniform Investment Adviser Law Examination 2017-02-14
  • S66 Uniform Combined State Law Examination
    2024-09-27
  • S63 Uniform Securities Agent State Law Examination
    2022-10-21
  • S65 Uniform Investment Adviser Law Examination
    2017-02-14
  • S65 Uniform Investment Adviser Law Examination
    2017-02-14
Other Names
  • Jason Pierre Pearce

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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