Brendan Jared Weaver

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 04/2018
  J.P. Morgan Securities Inc
  Scottsdale, AZ
• 11/2016 → 04/2018
  J.P. Morgan Chase Bank, Na
  Scottsdale, AZ
• 04/2018 → 08/2019
  Unemployed
  Phoenix, AZ
• 08/2019 → 05/2020
  Mutual Of Omaha Investor Services
  Phoenix, AZ
• 08/2019 → 05/2020
  Mutual Of Omaha Insurance Company
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2019-09-05 → 2020-05-05
  Mutual Of Omaha Investor Services, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-31
• S63 Uniform Securities Agent State Law Examination
  2007-12-10

Other Names

• Jared Weaver
• Brendan Jared Weaver