Jason N Hale
Investment adviser representative at Charles Schwab & Co., Inc.
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Charles Schwab & Co., Inc.Jul 2019 to now
- Charles Schwab Bank, SsbJul 2019 to now
- T Rowe PriceJul 2019 to Jul 2019
- N/aMar 2018 to Jun 2019
- Scottrade, Inc.Mar 2004 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
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
- 4684123
- Firm CRD
- 5393