Jared Scott Robitaille

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:

Current Employers

Schwab Wealth Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-05-08
CO	RA	APPROVED	2025-09-25

TX RA
APPROVED_RES

Since 2026-05-08
CO RA
APPROVED

Since 2025-09-25

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Taco Bell	Flagstaff	AZ	09/2017	09/2018
Dutch Bros	Flagstaff	AZ	03/2020	06/2021
Sodexo Usa	Flagstaff	AZ	10/2018	02/2021
Dutch Bros Coffee	Denver	CO	02/2020	04/2022
Charles Schwab & Co., Inc.	Lone Tree	CO	04/2022	Present
Unemployed	Flagstaff	AZ	07/2012	09/2017
Schwab Wealth Advisory, Inc	Lone Tree	CO	09/2025	Present

09/2017 → 09/2018

Taco Bell

Flagstaff, AZ
03/2020 → 06/2021

Dutch Bros

Flagstaff, AZ
10/2018 → 02/2021

Sodexo Usa

Flagstaff, AZ
02/2020 → 04/2022

Dutch Bros Coffee

Denver, CO
04/2022 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
07/2012 → 09/2017

Unemployed

Flagstaff, AZ
09/2025 → Present

Schwab Wealth Advisory, Inc

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-28
S63	Uniform Securities Agent State Law Examination	2022-10-04

S66 Uniform Combined State Law Examination

2025-04-28
S63 Uniform Securities Agent State Law Examination

2022-10-04

Other Names

Jared S. Robitaille

View on SEC IAPD