Unclaimed
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. John is registered with Schwab Wealth Advisory, Inc. in both Colorado and Texas, as well as 23 other states. John has a strong background in the financial services industry, having previously worked with Janus Henderson Distributors, Jackson National Life Distributors LLC, Transamerica Capital, Inc., Primevest Financial Services, Inc., Chase Investment Services Corp., BANC ONE Securities Corporation, Capital West Securities, Inc., and Raymond James Financial Services, Inc. John is a Series 66, Series 24, Series 7, and SIE licensed professional. John's specializations include portfolio management for individuals and businesses, and financial planning. John is committed to providing his clients with the highest quality financial advice and service.
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.
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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 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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