Jason Donald thomas Boyer
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Trust CompanyJul 2024 to now
- Charles Schwab Trust Company of Delaware IncApr 2024 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- Morgan StanleyJan 2022 to Apr 2022
- UnemployedSep 2021 to Jan 2022
- Financial Engines Advisors L.L.C.Oct 2020 to Sep 2021
- Charles Schwab and Co., Inc.Jun 2019 to Oct 2020
- RandstadSep 2018 to Jun 2019
- UnemployedJan 2018 to Sep 2018
- Az Buyers ClubJan 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 6988607
- Firm CRD
- 5393