John Nordstrom
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab Bank, SsbOct 2021 to now
- Charles Schwab & Co., Inc.Sep 2021 to now
- Personal Capital Advisors CorporationAug 2021 to Sep 2021
- UnemployedMar 2021 to Aug 2021
- Edward JonesDec 2018 to Mar 2021
- Ewg Elevate Inc. d/b/a Eagle West GroupOct 2018 to Dec 2018
- Cambridge Investment Research Advisors, Inc.Apr 2018 to Nov 2018
- Eagle West GroupMar 2018 to Dec 2018
- LPL Financial, LLCFeb 2017 to Jun 2018
- Innovation Wealth ManagementFeb 2017 to Mar 2018
- Fidelity InvestmentsMar 2008 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5029470
- Firm CRD
- 5393