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Jason A Dunn

Charles Schwab & Co., Inc.

Fort Wayne, IN

Indianapolis, IN

CRD 6801649

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-07-15
  • IN RA
    APPROVED
    Since 2019-07-15

Branch Locations

Fort Wayne, IN • United States

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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
Charles Schwab & Co., Inc. Fort Wayne IN 05/2017 Present
The Cary Company Addison IL 06/2016 05/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
S63 Uniform Securities Agent State Law Examination 2018-01-22
  • S66 Uniform Combined State Law Examination
    2019-07-15
  • S63 Uniform Securities Agent State Law Examination
    2018-01-22

View on SEC IAPD

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