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Inactive

Jared Albert Bishop

Schwab Wealth Advisory, Inc.

Chestnut Hill, MA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
MA RA APPROVED 2025-12-23
  • TX RA
    APPROVED
    Since 2026-05-07
  • MA RA
    APPROVED
    Since 2025-12-23

Branch Locations

1262 Boylston Street Floor 01, Chestnut Hill, MA 02467-2104 • 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
Charles Schwab & Co., Inc. Chestnut Hill MA 04/2025 12/2025
Rubin And Rudman Llp Boston MA 08/2021 04/2025
Schlossberg Llc Braintree MA 08/2020 08/2021
Bowditch And Dewey Llp Boston MA 09/2015 08/2020
Schwab Wealth Advisory, Inc. Chestnut Hill MA 12/2025 Present
  • 04/2025 → 12/2025
    Charles Schwab & Co., Inc.
    Chestnut Hill, MA
  • 08/2021 → 04/2025
    Rubin And Rudman Llp
    Boston, MA
  • 08/2020 → 08/2021
    Schlossberg Llc
    Braintree, MA
  • 09/2015 → 08/2020
    Bowditch And Dewey Llp
    Boston, MA
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Chestnut Hill, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-30

View on SEC IAPD

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STRATEGIC ADVISERS LLC
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

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TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
STRATEGIC ADVISERS LLC · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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