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JS

Jason A. Schall

Some features on this profile are disabled
CRD#: 2776269
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Andrew Schall was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 18, 2012 - August 6, 2013

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
GIG HARBOR, WA
Past

December 18, 2012 - August 6, 2013

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

October 7, 2008 - December 31, 2010

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
DANIEL ISLAND, SC
Past

October 1, 2008 - December 31, 2010

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
DANIEL ISLAND, SC
Past

October 10, 2007 - October 3, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
DANIEL ISLAND, SC
Past

October 5, 2007 - October 3, 2008

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
DANIEL ISLAND, SC
Past

August 14, 2000 - November 2, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLESTON, SC
Past

August 12, 2000 - November 2, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLESTON, SC
Past

April 16, 1998 - August 14, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

September 20, 1996 - February 20, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/15/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 10/16/1996
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/23/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/11/2008
General Securities Sales Supervisor - Options Module Examination

Current Firm

FA
FORTITUDE ADVISORY GROUP L.L.C.
AFM INVESTMENTS | WEITZ FINANCIAL | WEALTH INNOVATIONS | VALDA PARTNERS | SUMNER WEITZ PRIVATE CLIENT GROUP | SUMMITALLIANCE ADVISORS, L.L.C. | SOUND WEALTH PARTNERS | SIG FIDUCIARY MANAGEMENT | SIG ADVISORS, L.L.C. | RIDDICK & COMPANY ENTREPRENEURIAL FINANCE | PROACTIVE PLANNING PARTNERS (P3) | ONE WEALTH MANAGEMENT | JORDAN A. LINN ADVISORY SERVICES | JL ADVISORY SERVICES | FORTITUDE ADVISORY GROUP L.L.C. | FARR FINANCIAL | CONCENTIO CAPITAL | CK FINANCIAL SERVICES | ARGENTUS PARTNERS, LLC | ARGENTUS ADVISORS, LLC (DBA: SOUND WEALTH PARTNERS) | ARGENTUS ADVISORS, LLC | ARGENTUS | APERTURE ADVISORS

CRD#: 116083 / SEC#: 801-60827

RIA
Registered Investment Advisory firm - (1/4/2002 Approved)
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Contact information

Main Address
7195 Wagner Way Suite 104, Gig Harbor, WA 98335
Mailing Address
Phone number
(253) 470-4977
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORTITUDE ADVISORY GROUP BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,326
AUM (Assets Under Management)$ 416,903,117

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FORTITUDE ADVISORY GROUP L.L.C.

CRD#: 116083

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