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John Leslie Singletary

Schwab Wealth Advisory, Inc.

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About John Leslie Singletary

John Leslie Singletary is a financial advisor at Schwab Wealth Advisory, Inc. John has over 27 years of experience in the financial services industry. John has a Series 7, 9, 10, 31 and 63 licenses. John also holds a Series 65 license. John is registered with the state of Florida and Texas. John is a Registered Representative and Investment Advisor Representative of Schwab Wealth Advisory, Inc., a subsidiary of The Charles Schwab Corporation.

Firm Information

John Singletary is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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John Singletary’s Registration & Firm History

FL

01/02/2020 - Present

Schwab Wealth Advisory, Inc. (ORLANDO FL)

TX

05/13/1997 - 07/27/2004

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

NY

01/22/1997 - 04/22/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/11/1995 - 12/23/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/12/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/08/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John Leslie Singletary. Review regulatory record here.
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