Jason Allen Mars
Investment adviser representative at Charles Schwab & Co., Inc.
4 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
4 years in the industry.
- Charles Schwab & Co., Inc.Mar 2019 to now
- FidelityMar 2019 to Mar 2019
- Capital One Investing, LLCApr 2017 to Jan 2019
- Wells Fargo Clearing Services, LLCMay 2016 to Apr 2017
- Wells Fargo Advisors LLCMay 2016 to Nov 2016
- Wells Fargo Bank, NAJul 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2026
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
- 6652545
- Firm CRD
- 5393