Daniel John Blanchflower

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

• 10/2014 → 05/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 05/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2020 → Present
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 06/2020 → Present
  Charles Schwab Bank, Ssb
  Fort Worth, TX

Previous Registrations

• 2018-07-13 → 2020-05-20
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-12-01 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-11-20
• S63 Uniform Securities Agent State Law Examination
  2014-12-12

Other Names

• Jack Blanchflower