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Jared Johnson, Cfp® Email & Phone Number

Senior Manager - Wealth Advisor at Charles Schwab
Location: Keller, Texas, United States 7 work roles 1 school
1 work email found @epwealth.com 2 phones found area 937 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@epwealth.com
Direct phone (937) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Senior Manager - Wealth Advisor
Location
Keller, Texas, United States
Company size
33019 employees

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 company 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
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AeroLeads found 1 current-domain work email signal for Jared Johnson, Cfp®. Compare company email patterns before reaching out.

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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
Charles Schwab
Senior Manager - Wealth Advisor
Keller, TX, US
Website
schwab.com
Employees
33019
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Company profile
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7 roles · 25 years

Jared Johnson, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Advisor

Current
Ep Wealth Advisors

Dallas, Texas, United States

Jun 2023 - Present

Wealth Advisor, Director

Bakeravenue Asset Management

Dallas, Texas

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.

Jan 2013 - Jun 2023

Investment Consultant

Td Ameritrade

Fort Worth, Texas

Feb 2009 - Jan 2013
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

AG Ana Gonzalez Ana Gonzalez Colleague at Charles Schwab Phoenix, Arizona, United States, United States View → JL Joel Lahman Joel Lahman Colleague at Charles Schwab Denver, Colorado, United States, United States View → GG Gary Guan Gary Guan Colleague at Charles Schwab Fremont, California, United States, United States View → MG Mike Giallanza Mike Giallanza Colleague at Charles Schwab Boca Raton, Florida, United States, United States View → SS Swathi Satty Swathi Satty Colleague at Charles Schwab New York City Metropolitan Area, United States, United States View → JZ Joy Zou Joy Zou Colleague at Charles Schwab Helotes, Texas, United States, United States View → CG Cameron Gonzales Cameron Gonzales Colleague at Charles Schwab Denver Metropolitan Area, United States View → EB Everett Boss Everett Boss Colleague at Charles Schwab Denver Metropolitan Area, United States View → HM Haydee M. Miller, Cfp®, Mba, Aams® Haydee M. Miller, Cfp®, Mba, Aams® Colleague at Charles Schwab Houston, Texas, United States, United States View → RB Roy Banks Roy Banks Colleague at Charles Schwab Littleton, Colorado, United States, 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 Ana Gonzalez, Joel Lahman, Gary Guan, Mike Giallanza, and Swathi Satty.

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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