Jared Landis, financial advisor Phoenix AZ
89 score

Jared Landis

CRD Number: 6168649
Current Firm: Charles Schwab & Company, Inc.

Jared Landis (CRD# 6168649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Sep 2015 - Current 1
Fate Brewing Company Scottsdale, AZ Jun 2015 - Current 1
Usaa Financial Planning Services Phoenix, AZ Apr 2014 - May 2015 1
Usaa Financial Advisors Inc. Phoenix, AZ Apr 2014 - May 2015 1
Culinary Dropout Phoenix, AZ Oct 2013 - May 2014 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Feb 2013 - Apr 2014 1
The Grove Cafe Phoenix, AZ Jan 2013 - Apr 2013 < 1
Randstad Scottsdale, AZ Jan 2013 - Feb 2013 < 1
Ferguson Enterprises Phoenix, AZ Feb 2011 - Dec 2012 1
Quicken Loans Scottsdale, AZ May 2010 - Feb 2011 < 1
Rudys Bbq Albuquerque, NM Apr 2004 - Apr 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jared W. Landis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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