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JASON JEFFREY ZEROLL
CRD#: 3132881
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 San Clemente, CA
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2007 (1 year)2 FIRMS2007 - 2010 (2 years)2 FIRMS2010 - 2010 (<1 year)2 FIRMS2010 - 2016 (5 years)2 FIRMS2018 - Present (7 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1998 - 2005 (6 years)BCITICORP SECURITIES, INC. (CRD# 7474)1998 - 1998 (<1 year)
License(s)

State Registrations

B
California 1/4/2018

IA
California 1/4/2018

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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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
CHARLES SCHWAB & CO., INC. (CRD#:5393)
San Clemente, CA
Registered with this firm since 1/4/2018

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
San Clemente, CA
Registered with this firm since 1/4/2018

Previous Registration(s)
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IA
09/14/2010 - 05/06/2016 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) COSTA MESA, CA
B
09/14/2010 - 05/06/2016 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) COSTA MESA, CA
IA
04/21/2010 - 09/02/2010 UNIONBANC INVESTMENT SERVICES, LLC (CRD#:14455) SAN DIEGO, CA
B
04/21/2010 - 09/02/2010 UNIONBANC INVESTMENT SERVICES, LLC (CRD#:14455) SAN DIEGO, CA
IA
05/29/2007 - 03/10/2010 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SAN FRANCISCO, CA
B
05/29/2007 - 03/10/2010 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) SAN FRANCISCO, CA
IA
12/21/2005 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) SAN FRANCISCO, CA
B
10/20/2005 - 05/29/2007 CITICORP INVESTMENT SERVICES (CRD#:23988) SAN FRANCISCO, CA
B
12/18/1998 - 10/20/2005 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) NEW YORK, NY
B
10/20/1998 - 12/18/1998 CITICORP SECURITIES, INC. (CRD#:7474) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
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