John Michael Schoffman
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank, SsbApr 2026 to now
- Charles Schwab & Co., Inc.Sep 2023 to now
- Jimmy JohnsAug 2022 to Sep 2023
- Alps AdvisorsJun 2022 to Aug 2022
- Jimmy JohnsJan 2021 to Jun 2022
- Full Time EducationJul 2018 to Jan 2021
- SubwayAug 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7799759
- Firm CRD
- 5393