Jared Snyder
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Premier Bank, SsbSep 2026 to now
- Charles Schwab & Co., Inc.Oct 2024 to now
- Charles Schwab Bank, SsbOct 2024 to now
- UnemployedDec 2023 to Sep 2024
- Bank of America, N.A.Apr 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2020 to Nov 2023
- UnemployedMar 2020 to Nov 2020
- City of NorcoOct 2018 to Oct 2019
- Full Time EducationOct 2017 to Mar 2020
- Full Time EducationSep 2016 to Jun 2017
- UnemployedJul 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7314210
- Firm CRD
- 5393