# ROBERT Jason HELM

ROBERT Jason HELM is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with RIO OAKS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RIO OAKS LLC](https://search.stillhousedata.com/firm/316688) | 2021-10-13 | present | Yes |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2017-01-24 | 2021-10-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-12-14 | 2017-01-26 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2008-04-04 | 2011-12-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2005-07-25 | 2007-12-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4614321)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4614321.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.