Unclaimed Profile

Jason Duane Diefenthaler

WASMER, SCHROEDER & COMPANY, LLC·NAPLES, Florida

Series 65Clean record21 years registeredWASMER, SCHROEDER & COMPANY, LLC

600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 4895764Firm CRD# 105323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Duane Diefenthaler · NAPLES, FL

Registration

CRD #4895764 · WASMER, SCHROEDER & COMPANY, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Jul 2020 – present

WASMER SCHROEDER

Jan 2005 – Jul 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 31, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASMER, SCHROEDER & COMPANY, LLC

CRD 105323 · SEC 801-32554

AUM

$67M

Regulatory assets under management

Employees

1 client accounts

Services offered by WASMER, SCHROEDER & COMPANY, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at WASMER, SCHROEDER & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Duane Diefenthaler offer?

Jason Duane Diefenthaler specializes in Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Jason Duane Diefenthaler's credentials?

Jason Duane Diefenthaler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Duane Diefenthaler located?

Jason Duane Diefenthaler is based in NAPLES, Florida, working with WASMER, SCHROEDER & COMPANY, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Jason Duane Diefenthaler charge for services?

Jason Duane Diefenthaler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASMER, SCHROEDER & COMPANY, LLC?

WASMER, SCHROEDER & COMPANY, LLC has approximately 10 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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