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Eric J
CFP®, ChFC®, Series 63, Series 66
Davenport, IA
Charles Schwab
Eric Johannes is a CFP® and ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Charles Schwab since 2012 and is based in Davenport, Iowa. Outside of his advisory role, he is involved in several real estate ventures and serves as treasurer on a homeowners association board. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts across multi-asset model portfolios. The firm is notable for its large scale and integrated operational structure, combining brokerage, custody, and advisory services.
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