Best Investors Account Sign in

Jason Seitz

Charles Schwab & Co., Inc.

Mission Viejo, CA

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-31
  • CA RA
    APPROVED
    Since 2025-07-31

Branch Locations

27201 Puerta Real Suite 100, Mission Viejo, CA 92691-8570 • 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. Mission Viejo CA 07/2023 Present
Unemployed Mission Viejo CA 07/2015 07/2017
Lake Mission Viejo Mission Viejo CA 07/2017 10/2018
Unemployed Mission Viejo CA 10/2018 05/2019
City Of Laguna Niguel Laguna Niguel CA 05/2019 07/2020
Full-Time Education Mission Viejo CA 07/2020 05/2021
Road Runner Sports San Carlos CA 05/2021 08/2021
Full-Time Education Boulder CO 08/2021 05/2022
Burnham Benefits A Brp Company Irvine CA 05/2022 08/2022
Full-Time Education Boulder CO 08/2022 05/2023
Unemployed Boulder CO 05/2023 07/2023
Charles Schwab Bank, Ssb Mission Viejo CA 07/2025 Present
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Mission Viejo, CA
  • 07/2015 → 07/2017
    Unemployed
    Mission Viejo, CA
  • 07/2017 → 10/2018
    Lake Mission Viejo
    Mission Viejo, CA
  • 10/2018 → 05/2019
    Unemployed
    Mission Viejo, CA
  • 05/2019 → 07/2020
    City Of Laguna Niguel
    Laguna Niguel, CA
  • 07/2020 → 05/2021
    Full-Time Education
    Mission Viejo, CA
  • 05/2021 → 08/2021
    Road Runner Sports
    San Carlos, CA
  • 08/2021 → 05/2022
    Full-Time Education
    Boulder, CO
  • 05/2022 → 08/2022
    Burnham Benefits A Brp Company
    Irvine, CA
  • 08/2022 → 05/2023
    Full-Time Education
    Boulder, CO
  • 05/2023 → 07/2023
    Unemployed
    Boulder, CO
  • 07/2025 → Present
    Charles Schwab Bank, Ssb
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-19
S63 Uniform Securities Agent State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2024-07-19
  • S63 Uniform Securities Agent State Law Examination
    2024-01-26

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
POINT WEST ASSET MANAGEMENT LLC

Other Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

More in Mission Viejo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor