Jennifer Mason, financial advisor Newport Beach CA
93 score

Jennifer Mason

CRD Number: 5522962
Current Firm: Charles Schwab & Company, Inc.

Jennifer Mason (CRD# 5522962) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Newport Beach, CA Aug 2010 - Current 6
Charles Schwab & Company, Inc. Newport Beach, CA Apr 2008 - Current 8
None Scottsdale, AZ Dec 2007 - Apr 2008 < 1
Geneva Holdings Phoenix, AZ Apr 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jennifer L. Mason
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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