Best Investors Account Sign in

Jared James Johnson

Charles Schwab & Co., Inc.

Westlake, TX

CRD 7840164

Claim This Profile
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
TX RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-15

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
Unemployed Na TX 10/2022 01/2023
Autonation Fort Worth TX 04/2022 10/2022
Carmax Spokane Valley WA 10/2021 03/2022
Nationwide Phoenix AZ 07/2021 09/2021
Amazon Pharmacy Manchester NH 08/2016 06/2021
Skyventure Newhampshire Nashua NH 08/2013 12/2016
Onemain Financial Irving TX 01/2023 12/2023
Charles Schwab & Co., Inc. Westlake TX 01/2024 Present
  • 10/2022 → 01/2023
    Unemployed
    Na, TX
  • 04/2022 → 10/2022
    Autonation
    Fort Worth, TX
  • 10/2021 → 03/2022
    Carmax
    Spokane Valley, WA
  • 07/2021 → 09/2021
    Nationwide
    Phoenix, AZ
  • 08/2016 → 06/2021
    Amazon Pharmacy
    Manchester, NH
  • 08/2013 → 12/2016
    Skyventure Newhampshire
    Nashua, NH
  • 01/2023 → 12/2023
    Onemain Financial
    Irving, TX
  • 01/2024 → Present
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-15
S63 Uniform Securities Agent State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2025-08-15
  • S63 Uniform Securities Agent State Law Examination
    2024-07-17
Other Names
  • Jared J Johnson

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Westlake, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor