Jason Seitz
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Bank, SsbJul 2025 to now
- Charles Schwab & Co., Inc.Jul 2023 to now
- UnemployedMay 2023 to Jul 2023
- Full-time EducationAug 2022 to May 2023
- Burnham Benefits a Brp CompanyMay 2022 to Aug 2022
- Full-time EducationAug 2021 to May 2022
- Road Runner SportsMay 2021 to Aug 2021
- Full-time EducationJul 2020 to May 2021
- City of Laguna NiguelMay 2019 to Jul 2020
- UnemployedOct 2018 to May 2019
- Lake Mission ViejoJul 2017 to Oct 2018
- UnemployedJul 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7736638
- Firm CRD
- 5393