Jared Johnson Email & Phone Number
Senior Manager - Wealth Advisor @ Charles Schwab
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Jared Johnson Location
- Keller, TX, US
Jared Johnson Work
- 2026 -now Senior Manager - Wealth Advisor @
- 2023 -2026 Vice President, Advisor @
- 2013 -2023 Wealth Advisor, Director @
- 2009 -2013 Investment Consultant @
- 2007 -2008 Retirement Investment Specialist @
- 2003 -2007 Financial Advisor @
- 2001 -2002 manager trainee @
Jared Johnson Education
- University of North Dakota
BBA (Management)
1996-2001
Jared Johnson Skills
- Investments
- Series 7
- Portfolio Management
- Series 63
- Asset Allocation
- Risk Management
- Mutual Funds
- Retirement
- Securities
- Retirement Planning
- Wealth Management
- FINRA
- Investment Strategies
Jared Johnson Summary
- Jared Johnson, based in Keller, TX, US, is currently a Senior Manager - Wealth Advisor at Charles Schwab. Jared Johnson brings experience from previous roles at EP Wealth Advisors, BakerAvenue Asset Management, TD Ameritrade and Fidelity Investments. Jared Johnson holds a 1996 - 2001 BBA in Management @ University of North Dakota. With a robust skill set that includes Investments, Series 7, Portfolio Management, Series 63, Asset Allocation and more. Jared Johnson has 4 emails and 2 mobile phone numbers on RocketReach.
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