John Kisner Rankin

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

• 03/2005 → 08/2018
  Carls Fencing, Decking & Home
  Howell, NJ
• 09/2018 → 02/2019
  Unemployed
  Brick, NJ
• 03/2019 → 04/2020
  Axa Advisors,Llc
  New York, NY
• 04/2020 → 09/2021
  Wells Fargo Bank, Na
  Howell, NJ
• 04/2020 → 09/2021
  Wells Fargo Clearing Services, Llc
  Howell, NJ
• 10/2021 → 05/2022
  Fisher Investments
  Tampa, FL
• 09/2021 → 10/2021
  Unemployed
  Brick, NJ
• 06/2022 → 05/2024
  Td Ameritrade
  Princeton, NJ
• 06/2022 → 09/2023
  Td Ameritrade Investment Management, Llc.
  Princeton, NJ
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  Princeton, NJ
• 12/2023 → Present
  Charles Schwab Bank, Ssb
  Princeton, NJ

Previous Registrations

• 2022-06-24 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Princeton, NJ
• 2022-06-24 → 2022-10-14
  Td Ameritrade, Inc.
  Princeton, NJ
  Red Bank, NJ
  Omaha, NE
• 2021-10-20 → 2022-06-06
  Fisher Investments
  Tampa, FL
  Plano, TX
• 2020-05-20 → 2021-09-16
  Wells Fargo Clearing Services, Llc
  Howell, NJ
  Oakhurst, NJ
• 2019-09-23 → 2020-05-06
  Equitable Advisors, Llc
  Toms River, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Designations

• Certified Financial Planner

Other Names

• John Rankin
• John K Rankin
• John Kisner Rankin