Jason Robert Fannon
Investment adviser representative at Corecap Advisors
21 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Corecap Advisors, LLCAug 2024 to now
- Cornerstone Financial ServicesAug 2024 to now
- Charles Schwab Bank SsbNov 2005 to now
- Charles Schwab & Co., IncNov 2005 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 11 states (CA, CO, FL, IL, LA, MI, NC, NY, OH, SC, TX).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 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
- 4258300
- Firm CRD
- 158819