This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Feb 14, 2017

First registration

Apr 23, 2019

Dual registered

yes, broker-dealer

Other names

Jay Tucker|JASON ROBERT TUCKER|Jason Tucker

IAPD individual key

6735013

• Occurred

  Oct 31, 2022
  Advisor changed firm

  Jason Robert Tucker left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2022-11-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a857e32-5462-1fa0-96e4-4cf2b5571cc2

First observed

Apr 23, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.