Jason AbbamonteCRD 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 12 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
|Charles Schwab Bank||Fort Myers, FL||Feb 2010 - Current||11|
|Charles Schwab & Company, Inc.||Fort Myers, FL||May 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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