Jason Taylor Pugmire
Investment adviser representative at Charles Schwab & Co., Inc.
7 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
7 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Banks SsbJul 2023 to now
- Csun VitaJan 2023 to Apr 2023
- Surgical EstheticsAug 2020 to Jul 2023
- Full Time EducationApr 2020 to Aug 2020
- Nordstrom RackOct 2019 to Mar 2020
- Full Time EducationJun 2019 to Sep 2019
- Artisan ClothMar 2018 to Jun 2019
- Full Time EducationSep 2017 to Feb 2018
- Stater Bros MarketsOct 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7782959
- Firm CRD
- 5393