JASON BRYAN CARLSON is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-07-07 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2018-10-08 | 2021-07-09 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2018-09-25 | — |
| STRATEGIC ADVISERS LLC | 2011-08-02 | 2018-07-13 | — |
| TD AMERITRADE, INC. | 2010-04-01 | 2011-05-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2010-04-01 | 2011-05-31 | — |
| STRATEGIC ADVISERS LLC | 2004-12-06 | 2010-03-09 | — |
| WELLS FARGO INVESTMENTS, LLC | 2003-10-10 | 2003-10-30 | — |
| A. G. EDWARDS & SONS, INC. | 2002-07-02 | 2002-12-18 | — |