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John J Xuereb

Charles Schwab & CO., Inc.

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About John J Xuereb

John Xuereb is a financial advisor with Charles Schwab & Co., Inc. located in Phoenix, Arizona. John has over 39 years of experience in the financial services industry. John holds the Series 7, Series 9, Series 10, and Series 63 licenses and has been registered with FINRA since 1984. John has been with Charles Schwab & Co., Inc. for over 20 years and has worked with clients in Arizona and Texas. John specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

John Xuereb 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 Xuereb’s Registration & Firm History

AZ

10/09/2003 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

TX

06/14/2002 - 10/01/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

02/11/2002 - 04/25/2002

E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)

TX

08/27/1999 - 12/17/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CA

10/26/1984 - 11/04/1999

HOLT & COLLINS (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/17/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1984

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 J Xuereb.
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