Jared LandisCRD Number: 6168649
Current Firm: Charles Schwab & Company, Inc.
Jared Landis (CRD# 6168649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Charles Schwab Bank||Newport Beach, CA||Nov 2016 - Current||1|
|Charles Schwab & Company, Inc.||Newport Beach, CA||Sep 2015 - Current||2|
|Fate Brewing Company||Scottsdale, AZ||Jun 2015 - Apr 2016||< 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|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.