Jason Earl Comer

CRD 4247527 · Charles Schwab & Co., Inc. · Westlake, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (24): Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Louisiana · Maine · Massachusetts · Minnesota · Missouri · Montana · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Tennessee · Texas · Washington
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4247527 contains one or more disclosure events as of Aug 20, 2026.

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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 (12)

From the source registration record · current first

Schwab Wealth Advisory, Inc.Current
Westlake, TX · IA capacity

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

start not retrieved → present
Advice And Planning Services
Norman, OK · IA capacity

Sep 15, 2014 → Jul 15, 2016
Tiaa-Cref Individual & Institutional Services, LLC
Norman, OK · BC capacity

Sep 15, 2014 → Jul 15, 2016
Usaa Financial Planning Services
Addison, TX · IA capacity

Apr 21, 2011 → Aug 11, 2014
Usaa Financial Advisors, Inc.
Addison, TX · BC capacity

Apr 21, 2011 → Aug 11, 2014
Td Ameritrade, Inc.
Fort Worth, TX · IA capacity

Feb 26, 2010 → Mar 24, 2011
Amerivest Investment Management, LLC
Fort Worth, TX · IA capacity

Feb 26, 2010 → Mar 24, 2011
Td Ameritrade, Inc.
Fort Worth, TX · BC capacity

Feb 26, 2010 → Mar 24, 2011
Fidelity Brokerage Services LLC
Westlake, TX · BC capacity

May 27, 2008 → Jan 25, 2010
Strategic Advisers, Inc.
Westlake, TX · IA capacity

May 24, 2007 → May 14, 2008
Fidelity Investments Institutional Services Company, Inc.
Westlake, TX · BC capacity

Nov 6, 2002 → Jan 1, 2008

Source & corrections

Where this page comes from

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