John Robert Richter

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 12/2022
  Td Ameritrade, Inc.
  Alpharetta, GA
• 01/2015 → 12/2022
  Td Ameritrade Investment Management, Llc
  Alpharetta, GA
• 01/2022 → 03/2026
  Charles Schwab & Co., Inc.
  Alpharetta, GA
• 07/2022 → 03/2026
  Charles Schwab Bank, Ssb
  Alpharetta, GA
• 12/2022 → 03/2026
  Charles Schwab And Co., Inc.
  Alpharetta, GA
• 11/2023 → 03/2026
  Yeomans Consulting Group, Inc.
  Marietta, GA
• 11/2023 → 03/2026
  Yeomans Consulting Group
  Marietta, GA
• 01/2023 → 07/2023
  Td Ameritrade
  Alpharetta, GA
• 03/2026 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2024-02-02 → 2026-03-31
  Your Retirement Coach
  Marietta, GA
• 2022-03-15 → 2023-08-16
  Charles Schwab & Co., Inc.
  Alpharetta, GA
• 2015-04-09 → 2023-08-16
  Td Ameritrade Investment Management, Llc
  Santa Barbara, CA
  Alpharetta, GA
• 2015-04-09 → 2022-10-14
  Td Ameritrade, Inc.
  Santa Barbara, CA
  Alpharetta, GA
• 2007-03-06 → 2009-10-14
  Morgan Keegan & Company, Llc
  Orlando, FL
  Winter Park, FL
  Winter Park, FL
• 2006-01-05 → 2007-02-20
  Amsouth Investment Management Company Llc
  Memphis, TN
• 2001-01-09 → 2005-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09

Other Names

• John R (Jr) Richter
• John Robert Richter
• John Richter