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Jared Eichler

Charles Schwab & CO., Inc.

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About Jared Eichler

Jared Eichler is a registered representative with Charles Schwab & CO., Inc. Jared is a financial professional with experience in the industry since 2019. Jared is registered to offer securities and advisory services in 53 states and the District of Columbia. Jared's previous employment includes roles with State Farm VP Management Corp. and Edward Jones. Jared has obtained the Series 66, Series 6TO, SIE, and Series 7 licenses. Jared is also a registered principal with the Series 10 license. Jared is a financial advisor, offering financial planning and selection of other advisors to clients.

Firm Information

Jared Eichler is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jared Eichler’s Registration & Firm History

TX

09/22/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

IL

05/24/2021 - 08/04/2022

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

TX

02/09/2018 - 02/06/2020

EDWARD JONES (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 05/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jared Eichler.
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