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

CORECAP ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Sep 11, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

11

Designations

Certified Financial Planner

Exams

S66|S63|S65

First exam

Sep 11, 2000

First registration

Aug 27, 2010

Dual registered

no

IAPD individual key

4258300

• Occurred

  Aug 14, 2024
  Advisor changed firm

  Jason Robert Fannon left Charles Schwab & Co., Inc. for Corecap Advisors (registered 2024-08-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1cec20c4-9943-42db-0169-334956bc4bd5

First observed

Aug 27, 2010

Last observed

Sep 15, 2026 6 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.