Jason Johnson, financial advisor Phoenix AZ
93 score

Jason Johnson

CRD Number: 5442369
Current Firm: Charles Schwab & Company, Inc.

Jason Johnson (CRD# 5442369) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2017 - Current 1
Amazon Flex Seattle, WA May 2016 - Current 1
Shipt Phoenix, AZ Oct 2015 - Current 2
Edward Jones Tempe, AZ Sep 2014 - Jan 2017 2
Merrill Lynch Chandler, AZ May 2014 - Sep 2014 < 1
Usaa Financial Advisors Inc. Phoenix, AZ Aug 2011 - Apr 2014 2
Usaa Financial Planning Services Phoenix, AZ Aug 2011 - Apr 2014 2
Usaa Life Insurance Company Phoenix, AZ Aug 2011 - Apr 2014 2
Usaa Investment Management Company Phoenix, AZ Aug 2011 - Apr 2014 2
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2011 - Aug 2011 < 1
Take Charge America Phoenix, AZ Oct 2010 - Feb 2011 < 1
Captial Choice Financial El Mirage, AZ May 2010 - Feb 2011 < 1
A Sun Country Insurance Agency Avondale, AZ May 2010 - Nov 2010 < 1
Usaa Financial Planning Services Phoenix, AZ Nov 2008 - May 2010 1
Usaa Financial Advisors, Inc. Phoenix, AZ Oct 2007 - May 2010 2
Usaa Investment Management Company Phoenix, AZ Mar 2008 - Nov 2008 < 1
Usaa Life Insurance Company Phoenix, AZ Oct 2007 - Nov 2008 1
Usaa Phoenix, AZ Sep 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Jason R. Johnson
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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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