Jason Schroeder
Investment adviser representative at Axos Invest, Inc
11 yearsExperience
1 stateRegistered in
$150.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Axos Invest, IncApr 2021 to now
- Axos ClearingApr 2021 to now
- Securities America IncMar 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
Axos Invest, Inc
$150.8MAssets managed
6,792Clients
14Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2595898
- Firm CRD
- 150953