Unclaimed
John James Schneider is a financial advisor with Edward Jones. John has been in the financial services industry since 1991 and has a wide range of experience working with individual and institutional clients. John has expertise in financial planning, pension consulting, and portfolio management. John holds Series 6, 7, 22, 63, and 65 licenses and is also a Certified Financial Planner. John has been with Edward Jones since 2009 and is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
02/20/2009 - Present
Edward Jones (KENT WA)
WA
09/09/1993 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (FEDERAL WAY WA)
CA
09/29/1992 - 05/05/1993
PACIFIC CONTINENTAL SECURITIES CORPORATION (BEVERLY HILLS CA)
CA
02/03/1992 - 09/10/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
04/24/1991 - 02/11/1992
UNEX CAPITAL CORPORATION
IA
Issued 09/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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