Jason Matthew Rasmussen
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Aug 2020 to now
- Eagle Strategies LLCDec 2018 to Jul 2020
- Kruse Financial GroupJun 2018 to Jul 2020
- Nylife Securities LLCJun 2018 to Jul 2020
- UnemployedApr 2018 to Jun 2018
- HyveeJun 2017 to Apr 2018
- UnemployedJan 2017 to Jun 2017
- University of South DakotaAug 2015 to May 2018
- Taco John'sJun 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
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
- 6977266
- Firm CRD
- 5393