Jason P. Zubiel
Professional summary
Jason P Zubiel, who also goes by Jason Paul Zubiel, Jason Paul Zubiel, is a registered financial advisor currently at DIMENSIONAL FUND ADVISORS LP located in Austin, Texas and DFA SECURITIES LLC located in Charlotte, North Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason P Zubiel's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2025 - Present
DIMENSIONAL FUND ADVISORS LP
Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746September 15, 2025 - Present
DFA SECURITIES LLC
Office #1: 1515 South Tryon Street, Charlotte, NC 28203May 5, 2010 - January 11, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
May 1, 2010 - November 2, 2024
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
May 1, 2010 - November 2, 2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
May 2, 2005 - May 1, 2010
BOFA ADVISORS, LLC
February 17, 2005 - April 29, 2005
COLUMBIA MANAGEMENT ADVISORS, INC.
August 10, 2004 - May 1, 2010
BOFA DISTRIBUTORS, INC.
February 26, 2004 - August 13, 2004
QUICK & REILLY, INC.
July 16, 2002 - December 11, 2003
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
DIMENSIONAL FUND ADVISORS LP
CRD#: 106482 / SEC#: 801-16283
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,611 |
| AUM (Assets Under Management) | $ 835,713,261,770 |
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.
