Jason Clague

Executive Vice President, Operational Services

Jason Clague is executive vice president of Operational Services, responsible for overseeing the organization which handles all operational transactions for clients currently doing business with Charles Schwab & Co., Inc. (Member SIPC).

Prior to his current role, Clague was responsible for trading activities, overseeing two teams – trading and trading operations. His area of focus included equity, options and fixed income capital markets trading, trading operations, margin services, security and market data platforms, and risk management. He also managed Schwab's fixed income product and trading teams, and was responsible for all aspects of Schwab's fixed income product offerings including trading, product management, risk management and trading operations.

Before joining Schwab in December of 2009, Clague spent four years at Barclays Global Investors in San Francisco (acquired by Blackrock in 2009) as global head of business strategy for the firm's cash and money market fund business. Prior to Barclays, he spent 10 years at JP Morgan where he held a variety of management positions in institutional asset management and private banking groups in the firm's New York, Paris, and London offices.

Clague earned a Bachelor of Arts degree from St. Lawrence University in Canton, NY, and his Masters of Business Administration degree from Babson College in Wellesley, MA. Clague is a Chartered Financial Analyst (CFA) charterholder.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans.

0217-UN30