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Jared Christopher Sletto

Investment adviser representative at Charles Schwab & Co., Inc.
7 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

7 years in the industry.

  1. Charles Schwab & Co., Inc.Dec 2021 to now
  2. Charles Schwab Bank, SsbDec 2021 to now
  3. Ferguson EnterprisesSep 2021 to Oct 2021
  4. Fidelity InvestmentsOct 2020 to Jun 2021
  5. CitigroupJun 2020 to Oct 2020
  6. Montgomery InnMay 2019 to Oct 2020
  7. Malone'sOct 2018 to Dec 2018
  8. Mercedes-benzMay 2018 to Jun 2018
  9. Envoy Air, Inc.Jun 2017 to Oct 2017
  10. University of KentuckyAug 2014 to Aug 2019
  11. International Alliance of Theatrical Stage EmployeesJun 2014 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
7309544
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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