Jayson Sacco

25 Years of Experience

Lone Tree, CO

1 DisclosureBroker

Jayson Sacco is a registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 25 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Schwab Wealth Advisory, INC.

Compensation

N/A

Firm Size

1462 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:$500K

Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

9800 Schwab Way, Lone Tree, CO, 80124

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

October 2018

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Jayson hosts a weekly podcast on Axial Spondyloarthritis, dedicating minimal time to the activity. This activity is not investment-related.

Employment History

Current Registrations

Schwab Wealth Advisory, INC.

August 2025 - Present · 11 mos

Charles Schwab & CO., INC.Broker

September 2022 - Present · 3 yrs 10 mos

Charles Schwab & CO., INC.

September 2022 - Present · 3 yrs 10 mos

Previous Registrations

Charles Schwab & CO., INC.

September 2022 - August 2025 · 2 yrs 11 mos

Ameriprise Financial Services, LLC

January 2022 - August 2022 · 7 mos

Ameriprise Financial Services, LLCBroker

January 2022 - August 2022 · 7 mos

Fidelity Personal and Workplace Advisors

July 2021 - December 2021 · 5 mos

Fidelity Brokerage Services LLCBroker

May 2021 - December 2021 · 7 mos

USAA Investment Management Company

January 2018 - June 2018 · 5 mos

USAA Financial Planning Services

January 2017 - January 2018 · 1 yr

USAA Investment Management Company

January 2015 - January 2017 · 2 yrs

USAA Investment Management CompanyBroker

June 2009 - January 2017 · 7 yrs 7 mos

USAA Financial Advisors, INC.Broker

April 2005 - June 2018 · 13 yrs 2 mos

USAA Financial Planning Services

April 2005 - February 2015 · 9 yrs 10 mos

CUNA Brokerage Services, INC.

July 2004 - April 2005 · 9 mos

CUNA Brokerage Services, INC.Broker

July 2004 - April 2005 · 9 mos

Banc One Securities CorporationBroker

March 2004 - July 2004 · 4 mos

Banc One Securities Corporation

March 2004 - July 2004 · 4 mos

Charles Schwab & CO., INC.Broker

January 2004 - March 2004 · 2 mos

USAA Investment Management Company

August 2002 - December 2003 · 1 yr 4 mos

USAA Investment Management CompanyBroker

July 2001 - December 2003 · 2 yrs 5 mos

Aetna Investment Services, LLCBroker

September 2000 - February 2001 · 5 mos

Vanguard Marketing CorporationBroker

December 1998 - June 2000 · 1 yr 6 mos

Edward D. Jones & CO., L.P.Broker

August 1996 - September 1998 · 2 yrs 1 mo

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

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.

Exams

No exam information available for this advisor.

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