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John Jay Ehlers

Charles Schwab & Co., Inc.

Westlake, TX

Chicago, IL

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-28
  • TX RA
    APPROVED
    Since 2021-07-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 07/2021 Present
Td Ameritrade, Inc. Westlake TX 01/2006 06/2024
Td Ameritrade Clearing, Inc. Southlake TX 01/2018 04/2020
Charles Schwab Bank, Ssb Westlake TX 04/2022 Present
  • 07/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2006 → 06/2024
    Td Ameritrade, Inc.
    Westlake, TX
  • 01/2018 → 04/2020
    Td Ameritrade Clearing, Inc.
    Southlake, TX
  • 04/2022 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Previous Registrations
  • 2006-01-26 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Worth, TX
    Westlake, TX
    Fort Worth, TX
    Westlake, TX
    San Francisco, CA
    Omaha, NE
  • 2005-03-11 → 2006-01-23
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-04
S63 Uniform Securities Agent State Law Examination 1992-11-05
  • S65 Uniform Investment Adviser Law Examination
    2005-03-04
  • S63 Uniform Securities Agent State Law Examination
    1992-11-05
Other Names
  • John Ehlers

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
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