Jared Robertson, financial advisor Westlake OH
90 score

Jared Robertson

CRD Number: 6129096
Current Firm: Charles Schwab & Company, Inc.

Jared Robertson (CRD# 6129096) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, OH Nov 2014 - Current 2
Charles Schwab Bank Westlake, OH Nov 2014 - Current 2
Wells Fargo Advisors, LLC Akron, OH Oct 2012 - Oct 2014 2
United Parcel Service Middleburg Heights, OH Apr 2001 - Oct 2012 11
Home Depot Brooklyn, OH May 2009 - Jul 2009 < 1
Gunton Corporation Bedford, OH Nov 2008 - Dec 2008 < 1
Us Army Bayji, Aug 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jared D. Robertson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
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
90
Clean Record
This advisor has a clean track record with regulators.

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