John D Rush

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → 10/2020
  Raymond James & Associates, Inc.
  Carmel, IN
• 10/2016 → 07/2017
  Ups
  Indianapolis, IN
• 11/2020 → 11/2020
  Unemployed
  Fortville, IN
• 12/2020 → 11/2022
  Jp Morgan Chase Bank, N.A.
  Indianapolis, IN
• 12/2020 → 11/2022
  Jp Morgan Securities, Llc
  Indianapolis, IN
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Previous Registrations

• 2020-12-23 → 2022-11-22
  J.P. Morgan Securities Llc
  Indianapolis, IN
  Noblesville, IN
• 2004-10-07 → 2020-10-09
  Raymond James & Associates, Inc.
  Anderson, IN
  Carmel, IN
  Carmel, IN
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17

Other Names

• John Rush
• John D. Rush