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John Bartram Stanton

Charles Schwab & CO., Inc.

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About John Bartram Stanton

John Bartram Stanton is a registered investment advisor representative with Charles Schwab & Co., Inc. John has been in the securities industry since 1980. John is also registered with the state of Texas. John has previously worked at FIRST GEORGETOWN SECURITIES, INC., LEGG MASON WOOD WALKER, INCORPORATED, LEGG MASON MASTEN INC., GILFORD SECURITIES INCORPORATED, MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC., and JOHN MUIR & CO..

Firm Information

John Stanton is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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John Stanton’s Registration & Firm History

MD

01/02/2019 - Present

Charles Schwab & CO., Inc. (Potomac MD)

VA

03/26/1991 - 04/12/2007

FIRST GEORGETOWN SECURITIES, INC. (ALEXANDRIA VA)

NA

11/03/1987 - 01/16/1991

LEGG MASON WOOD WALKER, INCORPORATED

MD

11/09/1984 - 01/16/1991

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

10/30/1987 - 11/04/1987

LEGG MASON MASTEN INC.

NA

04/19/1983 - 11/13/1984

GILFORD SECURITIES INCORPORATED

NA

02/02/1982 - 04/21/1983

MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.

NA

07/02/1980 - 01/26/1982

FIRST GEORGETOWN SECURITIES, INC.

NA

10/08/1979 - 07/18/1980

JOHN MUIR & CO.

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Licenses & Designations

BOTH

Issued 06/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Bartram Stanton.
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