Jason Bukowsky, financial advisor Towson MD
83 score

Jason Bukowsky

CRD Number: 4594525
Current Firm: Charles Schwab & Company, Inc.

Jason Bukowsky (CRD# 4594525) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Towson, MD and has over 13 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Towson MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Towson MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Towson MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Company Name Location Dates Years
Charles Schwab Bank Towson, MD Feb 2005 - Current 11
Charles Schwab & Company, Inc. Towson, MD May 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason B. Bukowsky
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MD
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 Bukowsky and other advisors.
BADGES
83

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.