John Gilbert Myers

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

• 04/2007 → 06/2018
  Morgan Stanley & Co., Incorporated
  Greenwood Village, CO
• 06/2009 → 06/2018
  Morgan Stanley
  Greenwood Village, CO
• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2018 → 01/2024
  Schwab Private Client Investment Advisory, Inc.
  Lone Tree, CO

Previous Registrations

• 2018-07-25 → 2024-02-23
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2015-01-05 → 2018-06-04
  Morgan Stanley
  Greenwood Village, CO
• 2009-06-01 → 2014-09-15
  Morgan Stanley
  Columbus, OH
  Denver, CO
  Denver, CO
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Columbus, OH
• 2005-07-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Columbus, OH
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  1999-03-26

Other Names

• John Gilbert Nyers
• John Gilbert Myers
• John Gilbert Myers Jr
• John Gilbert Myers
• John Gilbert Myers Jr.
• John Gilbert Myers
• John Gilbert Myers