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 @ Charles Schwab
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2023 - 2026 Vice President, Advisor @ EP Wealth Advisors
2013 - 2023 Wealth Advisor, Director @ BakerAvenue Wealth Management
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2009 - 2013 Investment Consultant @ TD Ameritrade
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2007 - 2008 Retirement Investment Specialist @ Fidelity Investments
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2003 - 2007 Financial Advisor @ Bank of America
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2001 - 2002 manager trainee @ Enterprise

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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

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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 on RocketReach.

Jared Johnson Emails

Found 4 emails

Jared Johnson Phone Numbers

Found 2 phone numbers

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