Wyatt Jason (CRD# 7039000) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Austin, TX | Sep 2020 - Current | 3 |
| Bank Of America, N.a. | Austin, TX | Nov 2018 - Sep 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | Oct 2018 - Sep 2020 | 1 |
| Unemployed | Austin, TX | Aug 2018 - Oct 2018 | < 1 |
| Gqr Global Markets | Austin, TX | Jun 2017 - Aug 2018 | 1 |
| University Of Texas At Austin | Austin, TX | Aug 2013 - May 2017 | 3 |
| Cpt Network Solutions | Bensenville, IL | Jun 2016 - Aug 2016 | < 1 |
| University Of Texas At Austin | Austin, TX | Aug 2015 - Jun 2016 | < 1 |
| Ups | Austin, TX | Dec 2015 - Dec 2015 | < 1 |
| New York Life Insurance Company | Sleepy Hollow, NY | Jun 2015 - Aug 2015 | < 1 |
| University Of Texas At Austin | Austin, TX | Aug 2014 - Jun 2015 | < 1 |
| Westmoreland Country Club | Wilmette, IL | Apr 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- TX
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Total Assets Under Management749,622MILLIONS
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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