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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Everett is a financial advisor with over 18 years of experience in the financial services industry. Currently, John is a Registered Representative with Schwab Wealth Advisory, Inc. and has been with the firm since December 2018. Prior to that, John worked at Janus Henderson Distributors for six years, and prior to that, he worked for several other financial institutions. John has a wide range of experience in the financial services industry and holds a variety of licenses and registrations, including Series 66, Series 24, Series 7, and SIE.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
01/30/2013 - 12/03/2018
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
CO
07/12/2010 - 01/16/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
06/18/2008 - 11/04/2008
TRANSAMERICA CAPITAL, INC. (DENVER CO)
OK
03/27/2007 - 01/16/2008
PRIMEVEST FINANCIAL SERVICES, INC. (NORMAN OK)
OK
07/06/2005 - 03/20/2007
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
IL
03/10/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OK
02/26/2002 - 05/20/2002
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
FL
07/24/2000 - 11/30/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 1/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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