Jeffrey Eric Sferra

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

• 09/2012 → 07/2018
  Fidelity Investments
  Walnut Creek, CA
• 07/2018 → Present
  Charles Schwab & Co., Inc.
  Clayton, CA
• 07/2018 → 08/2024
  Charles Schwab Bank, Ssb
  Oakland, CA
• 08/2024 → Present
  Schwab Wealth Advisory, Inc.
  Clayton, CA

Previous Registrations

• 2011-10-31 → 2018-07-12
  Strategic Advisers Llc
  Walnut Creek, CA
• 2009-05-21 → 2011-09-19
  Edward Jones
  St Louis, MO
  Roseville, CA
  Granite Bay, CA

Other Businesses

1) Jeffrey Sferra Rental Property | Investment Related:No|1742 Candelero Court|Walnut Creek|CA|94598|USA|Real Estate (Non-Agent/Broker)|Owner|11/8/2022|Less than 20|0|My wife and I are renting out our Townhouse in Walnut Creek. We have a signed lease agreement and collect $3,700/month for the rental property from Tenants moved in on December 1, 2022 in Walnut Creek, CA.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-15

Designations

• Certified Financial Planner

Other Names

• Jeffrey Sferra
• Jeff Sferra