Jason Robert Dittfurth
Investment adviser representative at Charles Schwab & Co., Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
17 years in the industry.
- Charles Schwab and Co., Inc.May 2020 to now
- Charles Schwab Bank, SsbMay 2020 to now
- Twisted Steel Speed ShopSep 2018 to Jan 2020
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors IncMar 2011 to May 2020
- USAA Financial Planning ServicesMar 2011 to May 2020
- Aggressive ThreadsDec 2009 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 4338183
- Firm CRD
- 5393