Jared A. Eichler
Professional summary
Jared Allen Eichler, who also goes by Jared Allen Eichler, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Westlake, Texas and CHARLES SCHWAB & CO., INC. located in Westlake, Texas.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jared has worked at 4 firms and has passed the Series 66, Series 6TO, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jared Allen Eichler's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262-8104September 19, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 3000 Schwab Way, Westlake, TX 76262September 22, 2022 - October 6, 2025
CHARLES SCHWAB & CO., INC.
May 24, 2021 - August 4, 2022
STATE FARM VP MANAGEMENT CORP.
June 4, 2018 - February 6, 2020
EDWARD JONES
February 9, 2018 - February 6, 2020
EDWARD JONES
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/19/2022)
(10/6/2025)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
(9/22/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
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.
