Jayson S. Sacco
Professional summary
Jayson Scott Sacco, who also goes by Jayson S. Sacco, Jayson Sacco, Jayson Sallo, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Casco, Michigan and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.
Jayson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jayson has worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Scott Sacco's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
September 9, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810September 12, 2022 - August 6, 2025
CHARLES SCHWAB & CO., INC.
January 4, 2022 - August 9, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
January 3, 2022 - August 9, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
July 21, 2021 - December 14, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 25, 2021 - December 13, 2021
FIDELITY BROKERAGE SERVICES LLC
January 8, 2018 - June 8, 2018
USAA INVESTMENT SERVICES COMPANY
January 3, 2017 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
January 27, 2015 - January 6, 2017
USAA INVESTMENT SERVICES COMPANY
June 24, 2009 - January 6, 2017
USAA INVESTMENT SERVICES COMPANY
April 28, 2005 - February 12, 2015
USAA FINANCIAL PLANNING SERVICES
April 28, 2005 - June 8, 2018
USAA FINANCIAL ADVISORS, INC.
July 26, 2004 - April 1, 2005
CUNA BROKERAGE SERVICES, INC.
July 26, 2004 - April 1, 2005
CUNA BROKERAGE SERVICES, INC.
March 25, 2004 - July 16, 2004
BANC ONE SECURITIES CORPORATION
March 25, 2004 - July 16, 2004
BANC ONE SECURITIES CORPORATION
January 13, 2004 - March 18, 2004
CHARLES SCHWAB & CO., INC.
August 26, 2002 - December 19, 2003
USAA INVESTMENT SERVICES COMPANY
July 25, 2001 - December 19, 2003
USAA INVESTMENT SERVICES COMPANY
September 14, 2000 - February 7, 2001
VOYA FINANCIAL PARTNERS, LLC
December 7, 1998 - June 30, 2000
VANGUARD MARKETING CORPORATION
August 30, 1996 - September 9, 1998
EDWARD JONES
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2022)
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(10/19/2022)
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(9/13/2022)
(8/8/2025)
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(10/5/2022)
(10/5/2022)
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(1/7/2025)
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(10/3/2022)
(10/4/2022)
(10/3/2022)
(10/3/2022)
(10/3/2022)
(1/14/2025)
(10/3/2022)
(10/3/2022)
(10/6/2022)
(10/4/2022)
(10/3/2022)
Exams
Series 7TO
Date: 5/25/2021
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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