John Conklin

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

• 11/2019 → 03/2020
  Unemployed
  San Diego, CA
• 06/2019 → 10/2019
  The Grass Chopper
  Bozeman, MT
• 08/2015 → 05/2019
  Montana State University
  Bozeman, MT
• 05/2017 → 08/2017
  College Pro Painters
  Bozeman, MT
• 04/2020 → 09/2021
  Equitable Advisors
  San Diego, CA
• 10/2021 → 07/2022
  Etoro
  Hoboken, NJ
• 08/2022 → 10/2025
  J.P. Morgan Securities, Llc
  Tempe, AZ
• 08/2022 → 10/2025
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 10/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2022-10-27 → 2025-10-17
  J.P. Morgan Securities Llc
  Tempe, AZ
  Tempe, AZ
  Scottsdale, AZ
• 2020-08-17 → 2021-10-05
  Equitable Advisors, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-14

Other Names

• Jack David Conklin
• John Conklin
• John David Conklin