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Jarred Thompson

Charles Schwab & CO., Inc.

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About Jarred Thompson

Jarred Thompson is a financial advisor with Charles Schwab & CO., Inc. based in Phoenix, AZ. He is licensed to offer securities advice in both Arizona and California. Jarred has a broad range of experience and a strong understanding of the financial industry. He offers investment advice and financial planning services to individuals and families, including investment management and portfolio management. Jarred holds multiple securities licenses, including Series 66, Series 63, and Series 9, and he is also registered with the Financial Industry Regulatory Authority (FINRA). Jarred Thompson is committed to providing his clients with personalized financial solutions that meet their unique needs.

Firm Information

Jarred Thompson 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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Jarred Thompson’s Registration & Firm History

AZ

03/10/2023 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 03/10/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jarred Thompson.
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