Jason Zeroll (CRD# 3132881) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | San Diego, CA | Nov 2017 - Current | 6 |
| Charles Schwab Bank | San Diego, CA | Nov 2017 - Current | 6 |
| Unemployed | San Diego, CA | Feb 2016 - Oct 2017 | 1 |
| Citibank, Na | Costa Mesa, CA | Sep 2010 - May 2016 | 5 |
| Citigroup Global Markets, Inc. | Costa Mesa, CA | Sep 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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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