JK
CFP
JK
CFP
John Kanouse
16 Years of Experience
Red Bank, NJ
4 DisclosuresBroker
John Kanouse is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Red Bank, NJ, with 16 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
55 Broad St, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2020Final
Financial
October 2020Final
Financial
June 2020Final
Financial
June 2020Final
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
September 2019 - Present · 7 yrs 1 mo
Charles Schwab & CO., INC.
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - July 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2018 - July 2019 · 1 yr 6 mos
National Asset Management, INC.
September 2017 - December 2017 · 3 mos
National Securities CorporationBroker
January 2010 - December 2017 · 7 yrs 11 mos
Financial Consultant Group, LLCBroker
December 2009 - January 2010 · 1 mo
State Registrations24 states
ALCACODEFLGAMAMDMEMINCNHNJNMNYOHPARISCTNTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- John EmerickCharles Schwab & CO., INC.
- Michael GiordanoCharles Schwab & CO., INC.
- John Rankin, CFPCharles Schwab & CO., INC.
- Dennis MojaresCharles Schwab & CO., INC.
- Christopher Spango, CFPCharles Schwab & CO., INC.
- Joseph PresaCharles Schwab & CO., INC.