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Jared B Desoto

Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

12 years in the industry.

  1. Charles Schwab & Co., Inc.May 2026 to now
  2. LPL Financial LLCApr 2024 to May 2026
  3. UnemployedJan 2024 to Apr 2024
  4. Charles Schwab & Co.Oct 2022 to Jan 2024
  5. TD AmeritradeFeb 2014 to Dec 2023

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Charles Schwab & Co., Inc.

$0Assets managed
0Clients
6,777Advisers
39 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
6142811
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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