Jason Jang
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2023 to now
- BaconJan 2023 to Mar 2023
- TendJan 2023 to Mar 2023
- TrabaJan 2023 to Mar 2023
- VeryableJan 2023 to Mar 2023
- Qwick, IncDec 2022 to Mar 2023
- InstaworkNov 2022 to Mar 2023
- Braums Ice CreamJul 2019 to May 2021
- Keller Williams RealtyJul 2014 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 4452434
- Firm CRD
- 5393