Jared M. Weiss

SCHWAB WEALTH ADVISORY

Phoenix, AZ 85044

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CRD#: 3130899

Professional summary

Jared Michael Weiss, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Phoenix, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jared has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD., MALVERN, PA 19355 NAME OF BUSINESS: PIONEER WINTER WONDERLAND NON-INVESTMENT RELATED ADDRESS: PHOENIX, AZ NATURE OF BUSINESS: RETAIL/SERVICE POSITION: PARKING MANAGER START DATE: 12/2024 APPROX. HOURS/MONTH: 25 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PARKING LOT MANAGER NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT RELATED ADDRESS: ANTHEM, AZ NATURE OF BUSINESS: LIFE INSURANCE LICENSE POSITION: N/A START DATE: 08/98 APPROX. HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Weiss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 2, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 8040 South 48th Street, Phoenix, AZ 85044

RIA

CRD#: 159035

Phoenix, AZ

Current

May 2, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 8040 South 48th Street, Phoenix, AZ 85044

RIA

CRD#: 5393

Phoenix, AZ

Past

December 6, 2016 - April 25, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

December 6, 2016 - April 25, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

May 11, 2015 - December 2, 2016

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 17, 2015 - April 30, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SCOTTSDALE, AZ

Past

April 1, 2014 - April 30, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

SCOTTSDALE, AZ

Past

March 28, 2013 - March 11, 2014

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SCOTTSDALE, AZ

Past

September 3, 2008 - April 5, 2013

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

August 31, 2007 - March 11, 2014

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SCOTTSDALE, AZ

Past

March 1, 2005 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

Past

August 7, 2002 - May 3, 2004

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

June 19, 2000 - June 18, 2002

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

WINDSOR, CT

Past

December 15, 1999 - June 26, 2000

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/1/2025)

IAR

Arizona
(5/2/2025)

Arizona
(5/5/2025)

California
(5/14/2025)

Hawaii
(6/6/2025)

Idaho
(5/19/2025)

Indiana
(11/7/2025)

Maryland
(8/28/2025)

Michigan
(8/12/2025)

Nevada
(5/14/2025)

Ohio
(11/13/2025)

Oregon
(5/20/2025)

Texas
(7/10/2025)

Utah
(5/14/2025)

Washington
(5/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/2/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/15/2008

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared M. Weiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Weiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

USAA FINANCIAL PLANNING SERVICES

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

1717 CAPITAL MANAGEMENT COMPANY

VOYA INVESTMENTS DISTRIBUTOR, LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2008

Series 63

Date: 10/6/1998

Series 6TO

Date: 5/2/2025

SIE

Date: 10/1/2018

Series 7

Date: 10/12/2000

Series 6

Date: 12/14/1999

Series 24

Date: 1/15/2008

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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