Jared Weiss
Jared Weiss is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 25 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
8040 South 48th Street, Phoenix, AZ, 85044
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Regulatory History (2)
Financial
October 2021Financial
July 2021Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
1717 Capital Management CompanyBroker
Ing Funds Distributor, INC.Broker
Signator Investors, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.