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John S Landry

Charles Schwab & CO., Inc.

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About John S Landry

John Landry is a registered investment advisor representative in Illinois. John has worked in the financial services industry since 2000 and has been with Charles Schwab & CO., Inc. since 2012. John previously worked for TD Ameritrade, Inc., Mizuho Securities USA Inc., J.P. Morgan Securities Inc., Banc One Capital Markets, Inc., and Banc One Brokerage International Corporation. John is licensed to provide investment advisory services in 53 states and the District of Columbia. John is a founding partner of Combined Yield, LLC, a farmland ownership fund. John also provides financial planning services to individuals and families.

Firm Information

John Landry 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 Landry’s Registration & Firm History

CO

09/06/2012 - Present

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

NE

01/04/2024 - 05/19/2024

TD AMERITRADE, INC. (OMAHA NE)

IL

01/10/2005 - 08/20/2010

MIZUHO SECURITIES USA INC. (CHICAGO IL)

NY

08/02/2004 - 12/17/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

IL

03/08/2001 - 08/02/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

IL

06/20/2000 - 09/24/2001

BANC ONE BROKERAGE INTERNATIONAL CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/03/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2000

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 S Landry.
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