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John R

Series 66

Augusta, GA

Charles Schwab

John Rhodes is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at A Southern Lifestyle Company and Seabolt Brokers, and he is the single member of Better Business Innovation & Technology LLC, which provides IT support and point-of-sale services. Rhodes is also a minority owner of Codeword LLC, a retail business unrelated to financial services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines extensive scale with integrated brokerage, advisory, and custody services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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John R

CFA®, Series 63, Series 65, Series 66

Augusta, GA

Charles Schwab

John Rhodes is a CFA® charterholder with over 32 years of industry experience. He has worked with Charles Schwab since 2019 and previously held roles at Integrated Advisors Network, Augusta Capital Investors, AP Wealth Management, and Augusta Capital Management. Outside of his advisory work, he owns a residential property occupied by his special-needs brother. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm’s integrated structure supports a large client base with multi-asset model portfolios and alternative investment options.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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