John Kyle Schwab

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  First Horizon
  Baton Rouge, LA
• 11/2023 → 04/2024
  New York Life Insurance Company
  Baton Rouge, LA
• 09/2022 → 10/2023
  Lynn Levy Land Company
  Baton Rouge, LA
• 07/2020 → 08/2022
  Lancaster Construction
  Baton Rouge, LA
• 08/2015 → 05/2020
  Student At Louisiana State University
  Baton Rouge, LA
• 06/2020 → 07/2020
  Unemployed
  Baton Rouge, LA
• 08/2025 → Present
  Lpl Financial Llc
  Knoxville, TN

Previous Registrations

• 2025-04-08 → 2025-08-21
  First Horizon Advisors, Inc.
  Knoxville, TN
  Baton Rouge, LA

Other Businesses

1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/24/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-04-07