Jared John Dakovich
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.
- Charles Schwab & Co., Inc.Sep 2020 to now
- Judge Eric Johnson 2nd Judicial DistrictJan 2020 to Aug 2020
- Law and Entrepreneurship ClinicMay 2019 to Aug 2019
- Robert Zitowsky Law OfficesSep 2018 to May 2019
- Satyapon & PartnersMay 2018 to Aug 2018
- University of Wisconsin-madisonAug 2017 to Dec 2019
- Michael Best & FriedrichAug 2017 to Dec 2018
- University of Wisconsin-madisonAug 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7295461
- Firm CRD
- 5393