Jason Atwater (CRD# 5006690) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oak Creek, WI and has over 18 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Co | Oak Creek, WI | Aug 2021 - Current | 2 |
| N/a | Galesburg, IL | Jan 2021 - Aug 2021 | < 1 |
| Td Ameritrade, Inc. | Peoria, IL | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2021 | 2 |
| Scottrade, Inc. | Peoria, IL | Jan 2007 - Aug 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- WI
-
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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