Jared Johnson Email & Phone Number
Senior Manager - Wealth Advisor @ Charles Schwab
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Jared Johnson Location
- Keller, TX, US
Jared Johnson Work
- Senior Manager - Wealth Advisor @ (February 2026 - Present)
- Vice President, Advisor @ (June 2023 - February 2026)
- Wealth Advisor, Director @ (January 2013 - June 2023)
- Investment Consultant @ (February 2009 - January 2013)
- Retirement Investment Specialist @ (February 2007 - October 2008)
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
- CFP
- Communication
- Mindfulness
- Social Inclusion
- Talent Management
- Teamwork
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 3 emails and 2 mobile phone numbers on RocketReach.
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