Jared Spraggins
Jared Spraggins is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 26 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
2423 E Lincoln Dr., Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Financial
February 2019Other Business Activities
Jared owns Waylon Records LLC, a record label, since December 2023. He spends about 10-20% of his time on creation, marketing, and distribution of music.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations17 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.
Exams
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