As an independent RIA , you control your future .
Here ’ s Why .
“ We left the wirehouse behind in 2015 and couldn ’ t be happier . We have Schwab ’ s full-on support , we ’ re deepening connections with clients , and the only thing on our agenda is to keep serving them better .”
Jarrett Cohen – JECohen
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Jarrett Cohen is a client of Schwab and was not compensated for his comments . Schwab paid travel-related costs . The experience described may not be the experience of all clients and is not a guarantee of future performance or success .
JECohen is not owned by , affiliated with , or supervised by Schwab . Mention should not be construed as a recommendation , endorsement of , or sponsorship by Schwab . The views expressed are those of the third party and are provided for informational purposes only . Schwab Advisor Services™ provides custody , trading , and the support services of Charles Schwab & Co ., Inc . (“ Schwab ”), member SIPC , to independent investment advisors and Charles Schwab Investment Management , Inc . (“ CSIM ”). © 2024 Charles Schwab & Co ., Inc . All rights reserved . Member SIPC . ( 1023-3RA1 ) ( ADP121669JC-00 / 00289161 )