# Jason Everett Helton

Jason Everett Helton is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-07-13 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2020-09-18 | 2021-07-02 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2018-10-25 | 2020-09-11 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2015-03-03 | 2018-11-06 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2014-04-28 | 2014-06-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6217465)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6217465.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.