Jared Lee Johnson

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

• 01/2013 → 05/2023
  Baker Avenue Asset Mgmt
  San Francisco, CA
• 05/2023 → 02/2026
  Ep Wealth Advisors
  Dallas, TX
• 02/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 02/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2023-08-11 → 2026-03-03
  Ep Wealth Advisors
  Dallas, TX
  Torrance, CA
• 2013-01-03 → 2023-05-30
  Bakeravenue
  San Francisco, CA
  San Francisco, CA
  Southlake, TX
• 2009-03-04 → 2013-01-03
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
• 2009-03-04 → 2013-01-03
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2005-04-04 → 2007-02-21
  Banc Of America Investment Services, Inc.
  Ft. Worth, TX
  Ft. Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-12
• S65 Uniform Investment Adviser Law Examination
  2005-04-02

Designations

• Certified Financial Planner

Other Names

• Jared Johnson