Jared Michael Weiss
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2025 to now
- Charles Schwab & Co., Inc.Apr 2025 to now
- Pioneer Winter WonderlandDec 2024 to Jan 2025
- Desert Dogs BaseballJul 2019 to May 2023
- Self EmployedApr 2017 to May 2023
- The Vanguard Group, Inc.Nov 2016 to Apr 2025
- Pruco Securities LLCMay 2015 to Dec 2016
- The Prudential Insurance Company of AmericaMay 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3130899
- Firm CRD
- 159035