John Conklin
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- Charles Schwab Bank, SsbOct 2025 to now
- J.P. Morgan Securities, LLCAug 2022 to Oct 2025
- JPMorgan Chase Bank, N.A.Aug 2022 to Oct 2025
- EtoroOct 2021 to Jul 2022
- Equitable AdvisorsApr 2020 to Sep 2021
- UnemployedNov 2019 to Mar 2020
- The Grass ChopperJun 2019 to Oct 2019
- College Pro PaintersMay 2017 to Aug 2017
- Montana State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7248481
- Firm CRD
- 5393