John Phillip Wright

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

• 11/2012 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2012 → Present
  Self-Employed
  Fishers, IN
• 02/2015 → 10/2019
  Schwab Private Client Invest Advisory Inc
  Indianapolis, IN

Previous Registrations

• 2015-02-25 → 2019-10-11
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Other Businesses

1) Math Tutor - Self Employed | Investment Related:No|11809 Holbrook Close|Fishers|IN|46037|USA|Education|Math Tutoring|4/1/2012|Varies|0|Tutoring students in math outside of normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-01
• S63 Uniform Securities Agent State Law Examination
  2013-05-17