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John Nordstrom

Charles Schwab & CO., Inc.

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About John Nordstrom

John Nordstrom is a financial advisor with over 15 years of experience in the financial services industry. John has been a registered representative with Charles Schwab & Co., Inc. since 2021. Prior to that, John worked with a number of firms including Edward Jones, LPL Financial LLC, Fidelity Brokerage Services LLC, and Wells Fargo Investments, LLC. John holds the Series 7, Series 63, and Series 66 licenses. John is also a Certified Financial Planner.

Firm Information

John Nordstrom 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 Nordstrom’s Registration & Firm History

CA

10/07/2021 - Present

Charles Schwab & CO., Inc. (Sacramento CA)

CA

12/20/2018 - 04/01/2021

EDWARD JONES (GRANITE BAY CA)

CA

02/16/2017 - 04/11/2018

LPL FINANCIAL LLC (ROSEVILLE CA)

CA

05/12/2008 - 02/17/2017

FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)

IN

07/11/2006 - 01/17/2008

WELLS FARGO INVESTMENTS, LLC (GRANGER IN)

IN

11/08/2005 - 02/23/2006

EDWARD JONES (MISHAWAKA IN)

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Licenses & Designations

BOTH

Issued 08/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

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 Nordstrom.
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