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Jason Harris Blum

Charles Schwab & Co., Inc.

Scottsdale, AZ

CRD 3204008

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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
AZ RA APPROVED 2023-05-26
TX RA APPROVED_RES 2019-01-02
CA RA APPROVED 2006-06-14
  • AZ RA
    APPROVED
    Since 2023-05-26
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • CA RA
    APPROVED
    Since 2006-06-14

Branch Locations

7293 N Scottsdale Rd Suite 107, Scottsdale, AZ 85253 • 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 Bank Scottsdale AZ 08/2005 Present
Charles Schwab & Co, Inc Scottsdale AZ 09/2000 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-09
S63 Uniform Securities Agent State Law Examination 2001-04-21
  • S66 Uniform Combined State Law Examination
    2006-06-09
  • S63 Uniform Securities Agent State Law Examination
    2001-04-21

View on SEC IAPD

Nearby Firms

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MERCER GLOBAL ADVISORS INC.
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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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