Joshua MasonCRD Number: 5491054
Current Firm: Charles Schwab & Company, Inc.
Joshua Mason (CRD# 5491054) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Charles Schwab & Company, Inc.||Salt Lake City, UT||Jan 2013 - Current||4|
|Charles Schwab Bank||Salt Lake City, UT||Jan 2013 - Current||4|
|Self Employed||Surprise, AZ||May 2006 - Current||11|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jan 2008 - Jan 2013||5|
|Strategic Advisors Inc.||American Fork, UT||Jan 2008 - Jan 2013||5|
|Accent Tile And Stone||West Jordan, UT||Aug 2006 - Jan 2008||1|
|Daltile And Stone||Salt Lake City, UT||Sep 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
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