Jennifer MasonCRD 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 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Charles Schwab Bank||Newport Beach, CA||Aug 2010 - Current||7|
|Charles Schwab & Company, Inc.||Newport Beach, CA||Apr 2008 - Current||9|
|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|
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, 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