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Jason A King
JAKE KING, JASON ANDREW KING, JASON KING
CRD#: 2536525
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 Newburyport, MA
Registration History
1995200020052010201520202025IACHARLES SCHWAB & CO., INC. (CRD# 5393)2020 - Present (5 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2009 - Present (15 years)BSUNAMERICA CAPITAL SERVICES, INC. (CRD# 13158)2007 - 2008 (1 year)BTOUCHSTONE SECURITIES, INC. (CRD# 1526)2004 - 2007 (3 years)BCONSECO EQUITY SALES, INC. (CRD# 4125)1999 - 2003 (3 years)BSTATE STREET RESEARCH INVESTME... (CRD# 17580)1995 - 1999 (4 years)BEVERGREEN INVESTMENT SERVICES,... (CRD# 487)1994 - 1995 (<1 year)
License(s)

State Registrations

B
Alabama 1/9/2022

B
Montana 9/26/2024

B
Alaska 9/26/2024

B
Nebraska 9/26/2024

B
Arizona 9/26/2024

B
Nevada 9/26/2024

B
Arkansas 1/9/2022

B
New Hampshire 9/16/2009

IA
California 1/31/2020

B
New Jersey 9/16/2009

B
California 9/26/2024

B
New Mexico 9/26/2024

B
Colorado 9/26/2024

B
New York 9/16/2009

B
Connecticut 9/16/2009

B
North Carolina 1/9/2022

B
Delaware 9/16/2009

B
North Dakota 9/26/2024

B
District of Columbia 9/16/2009

B
Ohio 1/10/2022

B
Florida 1/9/2022

B
Oklahoma 1/9/2022

B
Georgia 1/9/2022

B
Oregon 9/26/2024

B
Hawaii 9/26/2024

B
Pennsylvania 9/16/2009

B
Idaho 9/26/2024

B
Puerto Rico 1/9/2022

B
Illinois 9/26/2024

B
Rhode Island 9/16/2009

B
Indiana 1/9/2022

B
South Carolina 9/26/2024

B
Iowa 9/26/2024

B
South Dakota 9/26/2024

B
Kansas 1/9/2022

B
Tennessee 1/9/2022

B
Kentucky 1/9/2022

B
Texas 1/9/2022

B
Louisiana 1/9/2022

B
Utah 9/26/2024

B
Maine 9/16/2009

B
Vermont 9/16/2009

B
Maryland 9/16/2009

B
Virgin Islands 1/9/2022

B
Massachusetts 9/16/2009

B
Virginia 9/16/2009

B
Michigan 9/26/2024

B
Washington 9/26/2024

B
Minnesota 9/26/2024

B
West Virginia 9/16/2009

B
Mississippi 1/9/2022

B
Wisconsin 9/26/2024

B
Missouri 1/9/2022

B
Wyoming 9/26/2024

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
Newburyport, MA
Registered with this firm since 1/31/2020

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
Newburyport, MA
Registered with this firm since 9/16/2009

Previous Registration(s)
th hidden textth hidden textNameLocation
B
07/10/2007 - 12/31/2008 SUNAMERICA CAPITAL SERVICES, INC. (CRD#:13158) JERSEY CITY, NJ
B
06/02/2004 - 07/06/2007 TOUCHSTONE SECURITIES, INC. (CRD#:1526) CINCINNATI, OH
B
10/22/1999 - 01/22/2003 CONSECO EQUITY SALES, INC. (CRD#:4125) CARMEL, IN
B
07/20/1995 - 10/12/1999 STATE STREET RESEARCH INVESTMENT SERVICES, INC. (CRD#:17580) BOSTON, MA
B
10/12/1994 - 07/11/1995 EVERGREEN INVESTMENT SERVICES, INC. (CRD#:487) CHARLOTTE, NC
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Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.