John Parker Rhodes

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

• 01/2011 → 08/2018
  Ap Wealth Management, Llc
  Augusta, GA
• 01/2008 → 08/2018
  Augusta Capital Management, Llc
  Augusta, GA
• 07/2013 → 08/2018
  Augusta Capital Investors
  Augusta, GA
• 08/2018 → 08/2019
  Integrated Advisors Network, Llc
  Palos Verdes Estates, CA
• 08/2019 → Present
  Charles Schwab & Co., Inc.
  Augusta, GA

Previous Registrations

• 2018-08-27 → 2019-08-16
  Integrated Advisors Network Llc
  Augusta, GA
  Dallas, TX
• 2012-08-14 → 2019-05-08
  Augusta Capital Management, Llc
  Augusta, GA
• 2011-04-21 → 2018-08-06
  Ap Wealth Management
  Augusta, GA
• 2014-03-25 → 2018-08-06
  Augusta Capital Investors, Llc
  Augusta, GA
• 2010-01-19 → 2011-08-16
  (Dba) Mcmanus & Sinclair Wealth Management, Llc
  Augusta, GA

Other Businesses

1) Berckmans Hospitality Group, LLC | Investment Related:No|2715 Butler Place|Augusta|GA|30909|USA|Real Estate (Non-Agent/Broker)|Owner|10/15/2010|Less than 20|0|BHG is a non-operating entity that simply is the owner of a residential real estate property that my special-needs brother occupies. He maintains the property in exchange for living there rent-free. I own the property for long term appreciation but do not have any involvement other than ensuring my brother has a residence., 2) Augusta Capital Partners, LLC | Investment Related:No|2917 River West Drive, Suite 302|Augusta|GA|30907|USA|Real Estate (Non-Agent/Broker)|owner|12/4/2007|Less than 20|0|pay annual property tax, 3) Melton E Rhodes Jr Enterprises Partnership | Investment Related:Yes|3205 Candace Dr|Augusta|GA|30909|USA|Financial Services|Limited Partner|4/1/2016|Less than 20|1|Father formed Family LP years ago. He owns 97% as GP and granted 1% to each of 3 grown children. I have been uninvolved until last month when he completed "Update your Org Acct" APP70337 naming me as an authorized agent because at 87 he has decided to delegate investment decisions to me

Exams

• S66 Uniform Combined State Law Examination
  2019-08-17
• S65 Uniform Investment Adviser Law Examination
  1997-08-11
• S63 Uniform Securities Agent State Law Examination
  1996-09-17

Designations

• Chartered Financial Analyst

Other Names

• John Rhodes