John James Blest

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2017 → 05/2017
  Cognosante
  Wentzville, MO
• 06/2016 → 02/2017
  Best Buy
  St. Louis, MO
• 02/2018 → 01/2022
  Td Ameritrade, Inc.
  St Louis, MO
• 06/2017 → 02/2018
  Scottrade
  St. Louis, MO
• 01/2022 → Present
  Schwab Wealth Advisory Inc
  High Ridge, MO
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  High Ridge, MO

Previous Registrations

• 2018-10-23 → 2022-01-20
  Td Ameritrade, Inc.
  St Louis, MO
  St. Louis, MO
• 2018-10-23 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Other Businesses

1) General Contracting Services Inc. | Investment Related:No|7128 Lindenwood Pl |St. Louis|MO|63109|United States |Construction - Residential/Commercial/Office|Laborer |3/15/2022|Less than 20|0|Assistance with construction, carpentry, and concrete work.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22
• S63 Uniform Securities Agent State Law Examination
  2017-08-11

Designations

• Certified Financial Planner