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John H Shoemaker

Charles Schwab & CO., Inc.

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About John H Shoemaker

John Shoemaker is an active investment advisor representative and has been in the industry since January 11, 1999. John is registered with Charles Schwab & CO., Inc. in Alabama, Florida and Texas. John is also registered with the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, New York, North Carolina, Ohio, Oklahoma, Tennessee, and Texas. John's professional designations include Series 7, Series 31, Series 63 and Series 65. John has been employed by Charles Schwab & CO., Inc. since June 2000 and has been employed by Charles Schwab Bank, SSB since February 2005. John has been employed with Dean Witter Reynolds Inc in the past.

Firm Information

John Shoemaker 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 Shoemaker’s Registration & Firm History

FL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Pensacola FL)

NY

12/01/1998 - 07/10/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 12/22/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 11/25/1998

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 H Shoemaker.
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