John F Beer

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

• 02/2019 → Present
  Charles Schwab And Co., Inc.
  Lone Tree, CO
• 12/2018 → 02/2019
  Unemployed
  Longmont, CO
• 08/2018 → 11/2018
  Colorado Deck Masters
  Boulder, CO
• 06/2018 → 08/2018
  Unemployed
  Longmont, CO
• 08/2017 → 05/2018
  James Madison University
  Harrisonburg, VA
• 06/2017 → 08/2017
  Long And Fosters Realtors
  Alexandria, VA
• 06/2017 → 08/2017
  D1 Moving Company
  Alexandria, VA
• 08/2016 → 05/2017
  James Madison University
  Harrisonburg, VA
• 04/2022 → 11/2025
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 02/2025 → 11/2025
  Charles Schwab Premier Bank
  Lone Tree, CO
• 02/2025 → 11/2025
  Charles Schwab Trust Bank
  Lone Tree, CO
• 11/2025 → Present
  Schwab Wealth Advisory Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-01-08
• S63 Uniform Securities Agent State Law Examination
  2019-10-07

Designations

• Certified Financial Planner

Other Names

• Jack Frederick Beer
• John Frederick Beer