Jared Ainley in

Jared Ainley

Researcher · DISC type Cs
V.P. Financial Consultant at Charles Schwab
📍 Spokane-Coeur d'Alene Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
11 Years
Current Role
V.P. Financial Consultant
Job Level
Senior
Location
Spokane-Coeur d'Alene Area, United States
Personality Overview

How Jared shows up

Detail Oriented
Cost Conscious
Process Focused

Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Priorities

Topics Jared cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2021
V.P. Financial Consultant
Charles Schwab
7-2020 - 9-2024
Senior Financial Consultant
TD Ameritrade
2-2018 - 7-2020
Financial Consultant
TD Ameritrade
10-2013 - 2-2018
Investment Consultant
Scottrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2012
Bachelor's degree
Whitworth University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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