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Detailed Report
Jason Pearce
Jason Pierre Pearce
CRD#: 6739633
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
2017201820192020202120222023202420252026IASCHWAB WEALTH ADVISORY, INC. (CRD# 159035)2024 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2022 - Present (2 years)IAPOLARIS CAPITAL MANAGEMENT, LLC (CRD# 286317)2017 - 2017 (<1 year)
License(s)

State Registrations

B
Alabama 10/28/2022
B
Montana 10/28/2022
B
Alaska 10/28/2022
B
Nebraska 10/28/2022
B
Arizona 10/28/2022
B
Nevada 10/28/2022
B
Arkansas 10/28/2022
B
New Hampshire 10/28/2022
B
California 10/24/2022
B
New Jersey 10/28/2022
B
Colorado 10/24/2022
B
New Mexico 10/28/2022
B
Connecticut 10/28/2022
B
New York 10/24/2022
B
Delaware 10/28/2022
B
North Carolina 10/28/2022
B
District of Columbia 10/28/2022
B
North Dakota 10/28/2022
B
Florida 10/24/2022
B
Ohio 10/28/2022
B
Georgia 10/28/2022
B
Oklahoma 10/28/2022
B
Hawaii 10/28/2022
B
Oregon 10/28/2022
B
Idaho 10/28/2022
B
Pennsylvania 10/28/2022
B
Illinois 10/28/2022
B
Puerto Rico 3/14/2024
B
Indiana 10/21/2022
B
Rhode Island 10/28/2022
IA
Indiana 9/27/2024
B
South Carolina 10/28/2022
B
Iowa 10/28/2022
B
South Dakota 10/28/2022
B
Kansas 10/24/2022
B
Tennessee 10/28/2022
B
Kentucky 10/28/2022
B
Texas 10/24/2022
B
Louisiana 10/28/2022
B
Utah 10/28/2022
B
Maine 10/28/2022
B
Vermont 10/28/2022
B
Maryland 10/28/2022
B
Virgin Islands 3/14/2024
B
Massachusetts 10/28/2022
B
Virginia 10/28/2022
B
Michigan 10/28/2022
B
Washington 10/24/2022
B
Minnesota 10/28/2022
B
West Virginia 10/28/2022
B
Mississippi 10/28/2022
B
Wisconsin 10/28/2022
B
Missouri 10/28/2022
B
Wyoming 10/28/2022

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 9/27/2024
B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
Registered with this firm since 9/22/2022
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/14/2017 - 12/31/2017 POLARIS CAPITAL MANAGEMENT, LLC (CRD#:286317) SANTA ROSA BEACH, FL
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.