John Connor Knauth

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

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

• 10/2016 → 03/2017
  Mcconnell Golf
  Greensboro, NC
• 03/2017 → 08/2017
  Durham Bulls Baseball Club
  Durham, NC
• 08/2017 → 05/2018
  Img Learfield Ticket Solutions
  Chapel Hill, NC
• 05/2018 → 10/2018
  N/A
  Orlando, FL
• 10/2018 → 03/2021
  Charles Schwab & Co., Inc.
  Orlando, FL
• 06/2016 → 10/2016
  N/A
  Orchard Park, NY
• 02/2025 → Present
  Pathstone
  Winter Park, FL
• 03/2021 → 10/2021
  Charles Schwab & Co., Inc.
  Orlando, FL
• 10/2021 → 02/2025
  Charles Schwab & Co., Inc.
  Orlando, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-08
• S63 Uniform Securities Agent State Law Examination
  2018-12-12

Designations

• Certified Financial Planner