Jason Rosser, financial advisor Westlake TX

Jason Rosser

CRD Number: 7401882
Current Firm: Charles Schwab & Company, Inc.

Jason Rosser (CRD# 7401882) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Jun 2021 - Current < 1
Unlv Department Of Accounting Las Vegas, NV Aug 2020 - May 2021 < 1
University Of Nevada Las Vegas Las Vegas, CA Aug 2016 - May 2021 4
Kpmg Santa Clara, CA Jul 2020 - Aug 2020 < 1
Ernst & Young Las Vegas, NV Jun 2019 - Aug 2019 < 1
Atm Services Of California Chatsworth, CA May 2017 - Aug 2019 2
Tharpe & Howell LLP Sherman Oaks, CA May 2018 - Aug 2018 < 1
Los Angeles County Local Schools Granada Hills, CA Sep 2011 - Jun 2016 4
Valley Academy Of Arts And Sciences Granada Hills, CA Feb 2016 - May 2016 < 1
Hollister Company Northridge, CA Nov 2015 - Jan 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jason C. Rosser
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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