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Jared Cole Michaelis

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6946007

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-04
  • CO RA
    APPROVED
    Since 2025-08-04

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • 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
Wells Fargo Bank, Na Lone Tree CO 09/2014 12/2021
Wells Fargo Clearing Services, Llc Lone Tree CO 05/2018 12/2021
Charles Schwab & Co., Inc. Lone Tree CO 01/2022 Present
Charles Schwab Bank, Ssb Lone Tree CO 01/2022 Present
  • 09/2014 → 12/2021
    Wells Fargo Bank, Na
    Lone Tree, CO
  • 05/2018 → 12/2021
    Wells Fargo Clearing Services, Llc
    Lone Tree, CO
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2022 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2019-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2019-03-07

View on SEC IAPD

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