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 5 years of experience in the finance industry.

Similar Advisors
Karl Mills, financial advisor San Francisco CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
Similar Advisors
Mark Vicencio, financial advisor San Francisco CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Score
107
Similar Advisors
Jeffrey Powell, financial advisor San Francisco CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
Company Name Location Dates Years
Charles Schwab Bank San Francisco, CA Aug 2013 - Current 3
Charles Schwab & Company, Inc. San Francisco, CA Jun 2011 - Current 5
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

Ready to hire a financial advisor? Get competitive proposals from Jason Meinerding and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.