Jason Comer (CRD# 4247527) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Westlake, TX | Aug 2016 - Current | 7 |
| Charles Schwab & Company, Inc. | Westlake, TX | Aug 2016 - Current | 7 |
| Tiaa | Norman, OK | Aug 2014 - Jul 2016 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Norman, OK | Aug 2014 - Jul 2016 | 1 |
| Usaa Financial Advisors Inc. | Addison, TX | Mar 2011 - Aug 2014 | 3 |
| Usaa Financial Planning Services | Addison, TX | Mar 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, 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, WY
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