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Jeffrey Eric Sferra

Schwab Wealth Advisory, Inc.

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About Jeffrey Eric Sferra

Jeffrey Eric Sferra is a financial advisor at Schwab Wealth Advisory, Inc. with over 15 years of experience in the financial services industry. Jeffrey Sferra has earned the Certified Financial Planner designation. Jeffrey Sferra is registered as a broker in Arizona, California, Colorado, Florida, Idaho, Illinois, Kentucky, Massachusetts, Michigan, Nevada, New Hampshire, North Carolina, Oregon and Washington. Jeffrey Sferra is also registered as an investment advisor representative in Colorado, Hawaii, Idaho, Illinois, Montana, New Mexico, New York, Ohio, Texas, Utah and Washington. Jeffrey Sferra previously worked at Fidelity Brokerage Services LLC and Edward Jones. Jeffrey Sferra is also the owner of a rental property in Walnut Creek, California.

Firm Information

Jeffrey Sferra is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jeffrey Sferra’s Registration & Firm History

CA

09/03/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

CA

10/25/2011 - 07/10/2018

FIDELITY BROKERAGE SERVICES LLC (WALNUT CREEK CA)

CA

05/06/2009 - 09/19/2011

EDWARD JONES (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 05/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2009

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 Jeffrey Eric Sferra.
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