Jared RobertsonCRD 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 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Liberty Partners Capital Management, LLC
|Charles Schwab & Company, Inc.||Westlake, OH||Nov 2014 - Current||3|
|Charles Schwab Bank||Westlake, OH||Nov 2014 - Current||3|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY