# JASON STEPHEN DUGDALE

JASON STEPHEN DUGDALE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2014-04-01 | present | Yes |
| [RAA](https://search.stillhousedata.com/firm/108203) | 2008-05-27 | 2014-03-18 | — |
| [RAA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141526) | 2006-09-26 | 2008-04-21 | — |
| [RETIREMENT ADVISORS OF AMERICA](https://search.stillhousedata.com/firm/106968) | 2005-04-26 | 2006-10-02 | — |
| [LEE FINANCIAL COMPANY, LLC](https://search.stillhousedata.com/firm/105910) | 2002-11-12 | 2005-04-25 | — |
| [ERNST & YOUNG INVESTMENT ADVISERS LLP](https://search.stillhousedata.com/firm/110921) | 2002-05-22 | 2002-11-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4524893)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4524893.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.