Jason B Cargill

CRD 3246710 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Jason Brian Cargill; Jason Cargill

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 4Series 24Series 66Series 63
Registered states (1): Texas
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (14)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Lpl Financial LLC
San Diego, CA · BC capacity

Jun 14, 2021 → Jun 22, 2022
Lpl Financial LLC
San Diego, CA · IA capacity

Jun 8, 2021 → Jun 22, 2022
Mutual Advisors, LLC
Trophy Club, TX · IA capacity

Sep 3, 2019 → Mar 31, 2020
Mutual Securities, Inc.
Westlake Village, CA · BC capacity

Sep 3, 2019 → Mar 31, 2020
Tiaa-Cref Individual & Institutional Services, LLC
Lewisville, TX · BC capacity

Mar 1, 2012 → Sep 28, 2018
Advice And Planning Services
Lewisville, TX · IA capacity

Feb 23, 2012 → Sep 28, 2018
Td Ameritrade, Inc.
Fort Worth, TX · BC capacity

Apr 22, 2006 → Nov 17, 2010
Amerivest Investment Management, LLC
Fort Worth, TX · IA capacity

Jul 29, 2005 → Nov 17, 2010
Ameritrade, Inc.
Fort Worth, TX · BC capacity

Mar 17, 2004 → Apr 22, 2006
Nylife Securities Inc.
New York, NY · BC capacity

Dec 17, 2002 → Aug 27, 2003
Fidelity Brokerage Services LLC
Smithfield, RI · BC capacity

May 11, 2001 → Oct 25, 2002
Ameritrade
Bellevue, NE · BC capacity

Jun 6, 2000 → Apr 6, 2001

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3246710 ↗ FINRA BrokerCheck record for CRD 3246710 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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