Jason Meinerding, financial advisor San Francisco CA
90 score

Jason Meinerding

CRD Number: 5542786
Current Firm: Charles Schwab & Company, Inc.

Jason Meinerding (CRD# 5542786) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank San Francisco, CA Aug 2013 - Current 4
Charles Schwab & Company, Inc. San Francisco, CA Jun 2011 - Current 6
Town Of Bryant Bryant, IN Jan 2008 - Jul 2012 4
Northwestern Mutual Investment Services, LLC Fort Wayne, IN May 2009 - Mar 2011 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Mar 2011 2
Ball State University Fort Wayne, IN Aug 2005 - Dec 2009 4
Bear Creek Crossing Bryant, IN Jan 2005 - Jul 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Jul 2011
Contact Info for Jason A. Meinerding
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
90
Clean Record
This advisor has a clean track record with regulators.

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