John P. Schloegel

CORDA INVESTMENT MANAGEMENT

HOUSTON, TX 77024

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CRD#: 2227362

Professional summary

John Patrick Schloegel is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Houston, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 9 firms and has passed the Series 63, Series 65, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Schloegel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 12, 2010 - Present

CORDA INVESTMENT MANAGEMENT, LLC

Office #1: 8955 Katy Freeway Suite 200, Houston, TX 77024

RIA

CRD#: 108046

HOUSTON, TX

Past

March 4, 2010 - September 10, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

AUSTIN, TX

Past

November 24, 2009 - September 9, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AUSTIN, TX

Past

April 9, 2003 - September 24, 2009

CAPITAL CITIES ASSET MANAGEMENT INC

RIA

CRD#: 106287

AUSTIN, TX

Past

October 4, 2001 - March 19, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 23, 2001 - February 12, 2003

FISHER INVESTMENTS

RIA

CRD#: 107342

DALY CITY, CA

Past

December 12, 2000 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

April 8, 1998 - October 30, 1998

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

November 20, 1995 - January 21, 1998

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

April 23, 1992 - June 27, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/12/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/11/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/19/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/23/2009

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/4/1993

Futures Managed Funds Examination

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

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Contact information

Main Address

8955 Katy Freeway Suite 200, Houston, TX 77024-1626

Mailing Address

Phone number

(713) 439-0665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,966
AUM (Assets Under Management)	$ 1,726,638,629

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John P. Schloegel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Schloegel's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CAPITAL CITIES ASSET MANAGEMENT INC

QUASAR DISTRIBUTORS, LLC

FISHER INVESTMENTS

FIRST FUND DISTRIBUTORS, INC.

FIRST FUND DISTRIBUTORS, INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CORDA INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/11/2009

Series 65

Date: 1/19/2001

Series 7

Date: 11/23/2009

Series 31

Date: 8/4/1993

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDA INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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