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John Joseph Mannix

Charles Schwab & CO., Inc.

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About John Joseph Mannix

John Mannix is a financial advisor with Charles Schwab & CO., Inc. John is licensed to offer financial advice in 53 states and the District of Columbia. John's current role at Charles Schwab & CO., Inc. started in December of 2021. Before joining Charles Schwab & CO., Inc., John was employed by PNC Investments in Libertyville, Illinois and Morgan Stanley in Deerfield, Illinois. John holds a Series 3, 7, and 66 license and the SIE designation. In addition to financial planning, John offers wrap fee program sponsor and financial planning advisor referral program services.

Firm Information

John Mannix 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 Mannix’s Registration & Firm History

CO

01/09/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

IL

10/25/2019 - 12/21/2021

PNC INVESTMENTS (LIBERTYVILLE IL)

IL

01/02/2018 - 09/23/2019

MORGAN STANLEY (DEERFIELD IL)

IL

04/11/2011 - 09/09/2011

RONIN CAPITAL, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2023

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2017

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 Joseph Mannix.
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