Jared Lee

Jared began his career at Charles Schwab & Co. as a customer service representative and worked as a registered representative before joining Schwab’s leadership as a regional team manager. With experience in supervision, trading, portfolio diversification, and wealth management strategies, Jared strives to support his clients and other professionals in achieving their goals.

Jared attended Midland College in Midland, Texas, and also spent a year traveling in “Up With People,” where he visited more than 13 countries, worked with individuals from over 131 different countries, and developed multi-cultural leadership skills.