Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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