John Everett, CFA, CFP®, CWS®, is a seasoned finance professional currently serving as the Senior Regional Manager at Schwab Wealth Advisory. Previously, they held various positions at Charles Schwab, including Sr. Wealth Advisor and Wealth Advisor. John started their career at Jackson National Life as an Internal Wholesaler, later transitioning to roles at Janus Henderson Investors as both an Internal Sales Consultant and Senior Internal Sales Consultant. They earned a Bachelor of Science in General Studies with a concentration in Finance from the University of Central Oklahoma.
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