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Jared Eichler

Schwab Wealth Advisory, Inc.

Westlake, TX

CRD 6873540

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

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
Edward Jones St Louis MO 11/2017 03/2020
Unemployed Austin TX 05/2017 11/2017
Central Texas Orthopedic Products Austin TX 10/2016 05/2017
Austin College Sherman TX 11/2015 05/2017
Ben Archer Insurance Agency Austin TX 01/2021 08/2022
State Farm Vp Management Corp Austin TX 05/2021 08/2022
Unemployed Austin TX 04/2020 12/2020
Charles Schwab & Co., Inc. Westlake TX 07/2022 Present
Schwab Wealth Advisory, Inc Westlake TX 10/2025 Present
  • 11/2017 → 03/2020
    St Louis, MO
  • 05/2017 → 11/2017
    Unemployed
    Austin, TX
  • 10/2016 → 05/2017
    Central Texas Orthopedic Products
    Austin, TX
  • 11/2015 → 05/2017
    Austin College
    Sherman, TX
  • 01/2021 → 08/2022
    Ben Archer Insurance Agency
    Austin, TX
  • 05/2021 → 08/2022
    State Farm Vp Management Corp
    Austin, TX
  • 04/2020 → 12/2020
    Unemployed
    Austin, TX
  • 07/2022 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 10/2025 → Present
    Westlake, TX
Previous Registrations
  • 2018-06-04 → 2020-02-06
    Tempe, AZ
    Austin, TX
    St Louis, MO
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
  • S66 Uniform Combined State Law Examination
    2018-05-31
Other Names
  • Jared Allen Eichler
  • Jared Eichler

View on SEC IAPD

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