Jason Abbamonte, financial advisor Fort Myers FL
93 score

Jason Abbamonte

CRD Number: 5535997
Current Firm: Charles Schwab & Company, Inc.

Jason Abbamonte (CRD# 5535997) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Myers, FL and has over 7 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Fort Myers FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Fort Myers FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Similar Advisors
Martin Raab, financial advisor Fort Myers FL
Martin Raab
CRD# 6526540
Sugarwood Financial
Score
100
Company Name Location Dates Years
Charles Schwab Bank Fort Myers, FL Feb 2010 - Current 6
Charles Schwab & Company, Inc. Fort Myers, FL May 2008 - Current 8
Full Time Education Boulder, CO Aug 2004 - May 2008 3
Westin Counsulting Broomfield, CO Jan 2007 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Jason M. Abbamonte
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from Jason Abbamonte and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.