Best Investors Account Sign in

Jared Lee Johnson

Schwab Wealth Advisory, Inc.

Westlake, TX

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-11
  • TX RA
    APPROVED
    Since 2026-03-11

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baker Avenue Asset Mgmt San Francisco CA 01/2013 05/2023
Ep Wealth Advisors Dallas TX 05/2023 02/2026
Schwab Wealth Advisory, Inc. Westlake TX 02/2026 Present
Charles Schwab & Co., Inc. Westlake TX 02/2026 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-12
S65 Uniform Investment Adviser Law Examination 2005-04-02
  • S63 Uniform Securities Agent State Law Examination
    2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2005-04-02
Designations
Other Names
  • Jared Johnson

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor