John David Huddleston

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2015 → 10/2016
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 01/2017 → 03/2017
  Madyson Capital Management
  Colorado Springs, CO
• 05/2017 → 09/2018
  Scottrade, Inc.
  Colorado Springs, CO
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Colorado Springs, CO
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2023 → Present
  Schwab Wealth Advisory, Inc
  Lone Tree, CO

Previous Registrations

• 2018-02-26 → 2023-04-17
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Fort Collins, CO
  Fort Collins, CO
  Lone Tree, CO
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Colorado Springs, CO
  Fort Collins, CO
  Lone Tree, CO
• 2017-05-18 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2015-07-08 → 2016-11-03
  Strategic Advisers Llc
  Greenwood Village, CO
• 2013-04-29 → 2015-05-11
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-26
• S63 Uniform Securities Agent State Law Examination
  2008-05-30

Other Names

• John Huddleston