JASON DEREK ROBERTS is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-07-10 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2021-06-02 | 2025-06-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-09-20 | 2015-03-09 | — |