Jason Schroeder is a registered investment advisor at Axos Invest, INC, based in Omaha, NE, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,764 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axos Invest charges a fee for managing your investments, called a Model Fee. This fee covers the cost of asset allocation and the investment portfolio itself. The Model Fee includes brokerage commissions and transaction fees. The fee is calculated quarterly based on your average daily balance. There is also a $40 minimum annual account fee, charged quarterly ($10 per quarter). If your Model Fee is less than $10 in a quarter, Axos Invest will charge you the difference to meet the minimum.
Location
1299 Farnam Street, Suite 800, Omaha, NE, 68102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Axos Invest, INC
Axos Clearing LLCBroker
Axos Invest LLCBroker
Previous Registrations
Securities America, INC.Broker
TD Ameritrade, INC.Broker
Amerivest Investment Management, LLC
Ameritrade, INC.Broker
Nebraska Hudson Company, INC.Broker
Accutrade INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.