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John David Shubert

Charles Schwab & CO., Inc.

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About John David Shubert

John David Shubert is a financial professional with over 10 years of experience in the financial services industry. John has held previous roles at CUSO Financial Services, L.P. and Waddell & Reed. Currently, John is registered with Charles Schwab & Co., Inc. and is able to offer financial advice and investment management services. John has a strong understanding of financial markets and is committed to providing clients with personalized advice and investment strategies. John holds multiple licenses including the Series 6, Series 7, Series 63 and Series 65.

Firm Information

John Shubert 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 Shubert’s Registration & Firm History

MI

05/13/2022 - Present

Charles Schwab & CO., Inc. (Grand Rapids MI)

MI

11/12/2018 - 04/28/2022

CUSO FINANCIAL SERVICES, L.P. (Caledonia MI)

MI

04/16/2015 - 11/06/2018

WADDELL & REED (BIRMINGHAM MI)

MI

01/15/2013 - 02/20/2015

FARMERS FINANCIAL SOLUTIONS, LLC (Grandville MI)

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Licenses & Designations

IA

Issued 05/04/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/14/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John David Shubert.
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