Jason Hale (CRD# 4684123) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Palm Beach, FL and has over 17 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | West Palm Beach, FL | Jul 2019 - Current | 4 |
| Charles Schwab Bank, Ssb | West Palm Beach, FL | Jul 2019 - Current | 4 |
| T Rowe Price | Colorado Springs, CO | Jul 2019 - Jul 2019 | < 1 |
| N/a | Colorado Springs, CO | Mar 2018 - Jun 2019 | 1 |
| Scottrade, Inc. | Thousand Oaks, CA | Mar 2004 - Mar 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- AL
- FL
-
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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