John Blest (CRD# 6800236) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Saint Louis, MO and has over 6 years of experience in the finance industry. John Blest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | High Ridge, MO | Jan 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | High Ridge, MO | Jan 2022 - Current | 2 |
| Td Ameritrade, Inc. | St Louis, MO | Feb 2018 - Jan 2022 | 3 |
| Scottrade | St. Louis, MO | Jun 2017 - Feb 2018 | < 1 |
| Cognosante | Wentzville, MO | Feb 2017 - May 2017 | < 1 |
| Best Buy | St. Louis, MO | Jun 2016 - Feb 2017 | < 1 |
| General Contracting Services Inc. | St. Louis, MO | Jul 2009 - Aug 2016 | 7 |
| Southeast Missouri State University | Cape Girardeau, MO | Nov 2015 - May 2016 | < 1 |
| Best Buy | Cape Girardeau, MO | Jun 2015 - May 2016 | < 1 |
| Southeast Missouri State University | Cape Girardeau, MO | Aug 2011 - May 2016 | 4 |
| Shoe Carnival | Cape Girardeau, MO | May 2015 - Jun 2015 | < 1 |
| Southeast Missouri State University | Cape Girardeau, MO | Feb 2015 - Apr 2015 | < 1 |
| Einstein Bros Bagels | Webster Groves, MO | Jul 2009 - Dec 2014 | 5 |
| Panera Bread | Cape Girardeau, MO | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- MO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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