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Jared Johnson, Cfp® Email & Phone Number
Senior Manager - Wealth Advisor
at
Charles Schwab
1 work email found
@epwealth.com
2 phones found area 937
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager - Wealth Advisor
Location
Keller, Texas, United States
Company size
Who is Jared Johnson, Cfp®? Overview
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Quick answer
Jared Johnson, Cfp® is listed as Senior Manager - Wealth Advisor at Charles Schwab, a with 33019 employees, based in Keller, Texas, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 937, and a matched LinkedIn profile for Jared Johnson, Cfp®.
Jared Johnson, Cfp® previously worked as Vice President, Advisor at Ep Wealth Advisors and Wealth Advisor, Director at Bakeravenue Asset Management. Jared Johnson, Cfp® holds Bba, Management from University Of North Dakota.
Company email context
Email format at Charles Schwab
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*@epwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jared Johnson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jared Johnson, Cfp®
Jared Johnson has over a decade of wealth management experience with an expertise in servicing affluent clients. Jared specializes in customized portfolio management, retirement income planning, and trust services. Prior to joining Baker Ave’s Dallas office, Jared served as a Private Client representative at TD Ameritrade focusing on all aspects and of wealth management including trading strategies and risk management for high net worth clients. Jared began his career in the financial industry with Bank of America, N.A., where he was promoted to the Vice President level before transitioning to a position as investment advisor with Banc of America Investments. Jared holds a Bachelors of Business Administration from the University of North Dakota and earned his Certified Financial Planner (CFP) designation in 2019
Listed skills include Investments, Series 7, Portfolio Management, Series 63, and 10 others.
Current workplace
Jared Johnson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
7 roles · 26 years
Jared Johnson, Cfp® work experience
A career timeline built from the work history available for this profile.
Vice President, Advisor
Current
Jun 2023 - Present
Wealth Advisor, Director
At Baker Ave we believe that a dynamic market requires a dynamic strategy that measures and responds to risk, one that attempts to build wealth in low-risk markets and protects it in riskier climates.The Baker Ave Difference:We protect your wealth in high-risk markets by moving up to 100% cash. When conditions improve, we reinvest in market leading stocks and ETFs.Rather than ride the waves of volatility in up and down markets we construct and manage portfolios based on the overall risk and health of the market.
Jan 2013 - Jun 2023
Investment Consultant
Feb 2009 - Jan 2013
Retirement Investment Specialist
Feb 2007 - Oct 2008
Financial Advisor
Mar 2003 - Feb 2007
Manager Trainee
2001 - 2002
~1 yr
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
JK
Jesse Kellar
Colleague at Charles SchwabDenver, Colorado, United States
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NM
Nikola Mandic
Colleague at Charles SchwabIndianapolis, Indiana, United States
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MA
Mark Astrauskas
Colleague at Charles SchwabPhoenix, Arizona, United States
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JV
Jim Velazquez
Colleague at Charles SchwabWestfield, Indiana, United States
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ZT
Zifan Tang, Cfa, Phd
Colleague at Charles SchwabSan Francisco Bay Area, United States
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BN
Bobby Nellis
Colleague at Charles SchwabKeller, Texas, United States
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ML
Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
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DG
Dev Gupta
Colleague at Charles SchwabAustin, Texas, United States
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TH
Terrence Ho
Colleague at Charles SchwabSan Francisco, California, United States
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SV
Sravani Veeramachineni
Colleague at Charles SchwabKearny, New Jersey, United States
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Jesse Kellar
Colleague at Charles SchwabDenver, Colorado, United States
View →
NM
Nikola Mandic
Colleague at Charles SchwabIndianapolis, Indiana, United States
View →
MA
Mark Astrauskas
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
JV
Jim Velazquez
Colleague at Charles SchwabWestfield, Indiana, United States
View →
ZT
Zifan Tang, Cfa, Phd
Colleague at Charles SchwabSan Francisco Bay Area, United States
View →
BN
Bobby Nellis
Colleague at Charles SchwabKeller, Texas, United States
View →
ML
Mary Lai, Cfp®
Colleague at Charles SchwabSunnyvale, California, United States
View →
DG
Dev Gupta
Colleague at Charles SchwabAustin, Texas, United States
View →
TH
Terrence Ho
Colleague at Charles SchwabSan Francisco, California, United States
View →
SV
Sravani Veeramachineni
Colleague at Charles SchwabKearny, New Jersey, United States
View →
1 education record
Jared Johnson, Cfp® education
FAQ
Frequently asked questions about Jared Johnson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jared Johnson, Cfp® work for?
Jared Johnson, Cfp® works for Charles Schwab.
What is Jared Johnson, Cfp®'s role at Charles Schwab?
Jared Johnson, Cfp® is listed as Senior Manager - Wealth Advisor at Charles Schwab.
What is Jared Johnson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @epwealth.com for Jared Johnson, Cfp® at Charles Schwab.
What is Jared Johnson, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 937 for Jared Johnson, Cfp® at Charles Schwab.
Where is Jared Johnson, Cfp® based?
Jared Johnson, Cfp® is based in Keller, Texas, United States while working with Charles Schwab.
What companies has Jared Johnson, Cfp® worked for?
Jared Johnson, Cfp® has worked for Charles Schwab, Ep Wealth Advisors, Bakeravenue Asset Management, Td Ameritrade, and Fidelity Investments.
Who are Jared Johnson, Cfp®'s colleagues at Charles Schwab?
Jared Johnson, Cfp®'s colleagues at Charles Schwab include Jesse Kellar, Nikola Mandic, Mark Astrauskas, Jim Velazquez, and Zifan Tang, Cfa, Phd.
How can I contact Jared Johnson, Cfp®?
You can use AeroLeads to view verified contact signals for Jared Johnson, Cfp® at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Jared Johnson, Cfp® attend?
Jared Johnson, Cfp® holds Bba, Management from University Of North Dakota.
What skills is Jared Johnson, Cfp® known for?
Jared Johnson, Cfp® is listed with skills including Investments, Series 7, Portfolio Management, Series 63, Asset Allocation, Risk Management, Mutual Funds, and Retirement.
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