John joined TD Ameritrade Institutional in 2003 as a Director in its client division. He later became President of TD Ameritrade Investment Management, LLC in 2009. John was instrumental in the creation of TD Ameritrade Investment Management, LLC and tools used today by TD Ameritrade clients and investment consultants. John is also a member of and the head of the Portfolio Review Group and Operating Review Committee at TD Ameritrade Investment Management, LLC.
His team is responsible for daily operations of TD Ameritrade Investment Management. He holds industry designations of Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®). John is also FINRA Series 7, 24 and 65 licensed.
The Portfolio X-Ray tool by TD Ameritrade gives traders a picture of the overall health of their current allocations to help them see where they are exposed.
Financial 2017 New Years Resolutions
Are you too obsessed with stock benchmarks? You may be indirectly and directly following results that are far removed from your portfolio’s long-term aim.
Modern portfolio theory (MPT) is built on asset allocation, diversification, and rebalancing your portfolio without letting human emotion interfere.
Ask yourself if your investing goals and personality traits favor active or passive strategies—or combining the best of both in a smart beta approach.
Do Not Sell or Share My Personal Information
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. © 2024 Charles Schwab & Co. Inc. All rights reserved.