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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zhang is a financial advisor with Beacon Pointe Advisors, LLC in Campbell, CA. He specializes in providing financial planning, investment management, and consulting services to individuals, businesses, and institutions. John has over 15 years of experience in the financial services industry. He holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. John is registered with the state of California. Prior to joining Beacon Pointe Advisors, LLC, John was with Charles Schwab & Co., Inc., where he worked for over 13 years.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
A percentage of the total value of assets under management is charged.
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CA
05/17/2021 - Present
Beacon Pointe Advisors, LLC (Campbell CA)
CA
11/22/2007 - 04/09/2021
CHARLES SCHWAB & CO., INC. (Campbell CA)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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