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John David Wheldon
Jack Weldon
CRD#: 7620825
IA
Investment Adviser
B
Broker
CHARLES SCHWAB & CO., INC.CRD#: 5393 508 Union St
Seattle, WA 98101-2309
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Washington 12/2/2022

IA
Washington 12/2/2022

SRO Registrations

B
FINRA

B
Nasdaq Stock Market

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CHARLES SCHWAB & CO., INC. (CRD#:5393)
508 Union St, Seattle, WA 98101-2309
Registered with this firm since 12/2/2022

B
CHARLES SCHWAB & CO., INC. (CRD#:5393)
508 Union St, Seattle, WA 98101-2309
Registered with this firm since 11/4/2022

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.