John Phillip Schweitzer

Current Employers

Employment History

• 05/1997 → 09/2017
  John Schweiter Chief Lighting
  Altadena, CA
• 12/2007 → Present
  World Financial Group, Inc.
  Concord, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Concord, CA
• 09/2012 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 01/2014 → 09/2017
  F3 Insurance Services, Llc
  San Diego, CA
• 09/2014 → Present
  Hife College Planning Program
  Greenwood Village, CO
• 10/2003 → 08/2017
  John Schweitzer Residental Rental Property
  Altadena, CA
• 04/2018 → 01/2021
  California Jumpstart Coalition
  Sacramento, CA
• 03/2022 → Present
  Delicatio Family Wines
  Geyserville, CA
• 03/2023 → Present
  Transamerica Employee Benefits
  Concord, CA
• 03/2023 → Present
  Lspn Pro, Llc
  Lindon, UT
• 04/2023 → Present
  John Schweitzer
  Rohnert Park, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION | 09/2012 | INSTRUCTOR | GRENWOOD VILLAGE, CO | NOT INVESTMENT RELATED Delicatio Family Wines / 0322-Present / Investment Related: No / 300 Via Archimedes, Geyserville, CA 95441 / Tasting Room Attendant / Wine Production and Sales / Hrs. Work Monthly: 80 / Sec Trading Hrs: 4 / Service wine, talk about wine, restock wine, clean up after wine. Avenue, Suite 312 Greenwood Village, CO 80111 / College Consultant / College Coaching Program/ Hrs Work Monthly: 4 / Sec Trading Hrs: 0 /College Coaching program; presenting to individuals and groups the HIFE College Coaching program by PowerPoint or brochure. Enrolling students in the programs; to act as backup or secondary liaison to families per the HIFFE staff and coach instructions. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION - COLLEGE PLANNING PROGRAM; NOT INVESTMENT RELATED; 8301 EAST PRENTICE AVE, STE 312, GREENWOOD VILLAGE CO 80111; PRESENTING TO INDIVIDUALS AS WELL AS GROUPS THE HIFE COLLEGE PLANNING PROGRAM BY POWERPOINT OR BROCHURE. ENROLLING STUDENTS IN THE COLLEGE PLANNING PROGRAM; COLLEGE PLANNING CONSULTANT; 9/2014; TO PRESENT TO FAMILIES AND ENROLL STUDENTS IN THE PROGRAM. TO ACT AS BACKUP OR SECONDARY LIAISON TO FAMILIES AS PER THE HIFE STAFF AND COACH INSTRUCTIONS. TRANSAMERICA EMPLOYEE BENEFITS POSITION: Agent NATURE: Employee Benefit Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2023 ADDRESS: 1470 Civic Ct., Suite 312, Concord CA 94520, United States DESCRIPTION: Independent contractor. Prospect and contact businesses and owners about employee benefit plans. Sell, implement, and service the customer plans. LSPN PRO, LLC POSITION: Independent Representative NATURE: Bundled Professional Services including Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2023 ADDRESS: 100 N State Street, Ste B, Lindon UT 84042, United States DESCRIPTION: Client communications, marketing and referring potential clients JOHN SCHWEITZER POSITION: Independent Contractor NATURE: Beverage industry production INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2023 ADDRESS: 4687 Fairway Dr., Rohnert Park CA 94928, United States DESCRIPTION: Work as a laborer or hospitality provider in agribusiness/beverage industry, specifically wine makers, distillers, and brewers, and industry events. Daily activities may include serving beverages, bottling, stock, assisting technicians in production, preparation and disassembling of events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2008-06-19

Other Names

• John Philip Schweitzer