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Jason Clague, CFA

Jason Clague, CFA

Managing Director at Charles Schwab

Charles Schwab•Portola Valley, California, United States

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Experience34+ Years
LevelCXO

Executive Overview

Senior business executive with 30+ years of experience in the global financial services industry. Self-starting and results oriented professional with outstanding communication and presentation skills. Critical thinker with strong intuition, an open mind, and a high degree of intellectual curiosity. Consistent track record of leading change, delivering results, building strong relationships, successfully leading complex initiatives and managing high performance teams.

Career Timeline

Professional employment history
  • Charles SchwabCurrent
    Dec 2009–Present· 16 yrs 10 mos
    • Managing Director, AdvisorCurrent
      2026–Present
    • Managing Director
      2017–Present
    • Managing Director - Head of Operations
      2017–Dec 2025
    • Senior Vice President - Trading & Trading Operations
      Nov 2012–2017
    • Vice President of Fixed Income
      Dec 2009–Nov 2012
  • BlackRock
    Apr 2005–Mar 2009· 3 yrs 11 mos
    • Business Strategy Manager, Principal
      Apr 2005–Mar 2009
  • JPMorganChase
    Jul 2000–Feb 2002· 1 yr 7 mos
    • Business Integration Manager, VP - Private Banking
      Jul 2000–Feb 2002
  • JPMorganChase
    Aug 1992–Jun 2000· 7 yrs 10 mos
    • Chief Operating Officer, VP - European Fixed Income
      Jul 1997–Jun 2000
    • Technology Manager, Associate - Private Banking & Investment Management
      Jun 1994–Jun 1997
    • Graduate Trainee - Global Technology and Operations
      Aug 1992–May 1994

Education

MBA

Finance

Babson F.W. Olin Graduate School of Business

Bachelor's degree

Philosophy, French

St. Lawrence University

Executive Relationship Map

Reports To
Jason Clague, CFA
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

17 of 17 skills
Asset ManagmentLeadershipFinancial AnalysisRisk ManagementPortfolio ManagementMutual FundsFinanceValuationSeries 7Financial ServicesBusiness StrategyMarket ResearchCompetitive AnalysisFixed IncomeInvestmentsTechnology EvaluationMoney Market Funds