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Detailed Report
JASON MATHES SCHNARR
JASON SCHNARR
CRD#: 2688098
IA
Investment Adviser
B
Broker
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240
CHARLES SCHWAB & CO., INC.CRD#: 5393 8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482
Registration History
1996199820002002200420062008201020122014201620182020202220242026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2023 - Present (1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1996 - Present (29 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2000 - 2023 (23 years)
License(s)

State Registrations

B
California 2/7/2024
B
Missouri 4/12/2024
B
Florida 1/16/2024
B
Nebraska 11/13/2024
B
Georgia 11/13/2024
B
New York 2/7/2024
B
Illinois 5/17/2024
B
Ohio 1/10/1996
B
Indiana 1/9/1996
B
Oregon 3/26/2024
IA
Indiana 11/14/2023
B
Pennsylvania 3/28/2019
B
Kentucky 1/10/1996
B
Tennessee 2/15/2024
B
Maryland 3/7/2024
B
Texas 2/23/2024
B
Massachusetts 5/20/2020
IA
Texas 2/23/2024
B
Michigan 2/29/2016
B
Washington 2/7/2024
B
Minnesota 3/7/2024
B
West Virginia 6/3/2024

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SCHWAB WEALTH ADVISORY, INC. (CRD#:159035)
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240
Registered with this firm since 11/14/2023
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
Registered with this firm since 1/9/1996
Previous Registration(s)
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IA
 01/01/2000 - 11/14/2023 CHARLES SCHWAB & CO., INC. (CRD#:5393) Miamisburg, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.