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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

Jared Michael Weiss

Advisor at SCHWAB WEALTH ADVISORY, INC.

Phoenix, AZ

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Search this name across graphsid dfx:ria:952c2afa-799e-ceb3-503f-81db0e159f99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 3, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 6, 1998
First registration: Sep 3, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 3130899

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	May 2, 2025	n/a	yes	Phoenix, AZ	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 6, 2016	Apr 25, 2025	no	SCOTTSDALE, AZ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 17, 2015	Apr 30, 2015	no	SCOTTSDALE, AZ	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Mar 28, 2013	Mar 11, 2014	no	SCOTTSDALE, AZ\|PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Sep 3, 2008	Apr 5, 2013	no	PHOENIX, AZ\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	SCHWAB WEALTH ADVISORY, INC.	Apr 25, 2025	May 2, 2025	7	Firm change	Other
MML INVESTORS SERVICES, LLC	VANGUARD ADVISERS, INC.	Apr 30, 2015	Dec 6, 2016	586	Firm change after gap	Other
USAA FINANCIAL PLANNING SERVICES	MML INVESTORS SERVICES, LLC	Mar 11, 2014	Apr 17, 2015	402	Firm change after gap	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Apr 5, 2013	Mar 28, 2013	-8	Bulk transfer	Other

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
May 2, 2025 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Dec 6, 2016 to Apr 25, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 17, 2015 to Apr 30, 2015factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 28, 2013 to Mar 11, 2014factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Sep 3, 2008 to Apr 5, 2013factForm ADV

Dated events

Occurred
Apr 25, 2025
Advisor changed firm
Jared Michael Weiss left Vanguard Advisers, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-05-02)
Form ADVobserved 6 days ago