John Michael Everett

CRD 4164258 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 24Series 66
Registered states (25): Alaska · California · Colorado · Connecticut · Florida · Idaho · Illinois · Iowa · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Texas · Utah · Virgin Islands · Washington · Wisconsin
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (14)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Schwab Wealth Advisory, Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Janus Henderson Distributors
Denver, CO · BC capacity

Jan 30, 2013 → Dec 3, 2018
Jackson National Life Distributors LLC
Denver, CO · BC capacity

Jul 12, 2010 → Jan 16, 2013
Transamerica Capital, Inc.
Denver, CO · BC capacity

Jun 18, 2008 → Nov 4, 2008
Primevest Financial Services, Inc.
Norman, OK · IA capacity

Mar 29, 2007 → Jan 16, 2008
Primevest Financial Services, Inc.
Norman, OK · BC capacity

Mar 27, 2007 → Jan 16, 2008
Chase Investment Services Corp.
Oklahoma City, OK · IA capacity

Jul 6, 2005 → Mar 20, 2007
Chase Investment Services Corp.
Oklahoma City, OK · BC capacity

Jul 6, 2005 → Mar 20, 2007
Banc One Securities Corporation
Chicago, IL · BC capacity

Mar 10, 2004 → Jul 6, 2005
Banc One Securities Corporation
Oklahoma City, OK · IA capacity

Feb 13, 2004 → Jul 6, 2005
Capital West Securities, Inc.
Oklahoma City, OK · BC capacity

Feb 26, 2002 → May 20, 2002
Raymond James Financial Services, Inc.
St. Petersburg, FL · BC capacity

Jul 24, 2000 → Nov 30, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.