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John Colton Knowles

Investment adviser representative at Ally Invest Advisors
14 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Ally Invest AdvisorsDec 2021 to now
  2. Ally Invest Securities LLCSep 2021 to now
  3. UnemployedMay 2021 to Sep 2021
  4. Charles Schwab & Co., Inc.Feb 2019 to May 2021
  5. Charles Schwab BankFeb 2019 to May 2021
  6. Tdameritrade IncJan 2012 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Ally Invest Advisors

Legal name: Ally Invest Advisors Inc

$1.7BAssets managed
83,199Clients
82Advisers
12 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
5378938
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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