Jared John Dakovich

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 09/2020 → Present
  Charles Schwab & Co., Inc.
  Highland Ranch, CO
• 05/2018 → 08/2018
  Satyapon & Partners
  Bangkok
• 08/2017 → 12/2018
  Michael Best & Friedrich
  Madison, WI
• 05/2019 → 08/2019
  Law And Entrepreneurship Clinic
  Madison, WI
• 09/2018 → 05/2019
  Robert Zitowsky Law Offices
  Madion, WI
• 08/2017 → 12/2019
  University Of Wisconsin-Madison
  Madison, WI
• 08/2014 → 07/2017
  University Of Wisconsin-Madison
  Highlands Ranch, CO
• 01/2020 → 08/2020
  Judge Eric Johnson 2Nd Judicial District
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2021-09-03

Other Names

• Jared Dakovich