John Schram has been Owner, Financial Advisor of 917 Advisory Services since April 2024, is a control person of the firm and directly owns 75% or more of it. John Schram holds a Bachelors degree in Finance and Marketing from the University of Oregon.
917 Advisory Services LLC is a Spokane, WA firm with $168M under management, 195 clients and 3 advisers in one office, as of its April 2026 filing.
John Schram is firm owner and Investment Advisor Representative of 917 Advisory Services, LLC, a Registered Investment Advisor since 2024. He was a Registered Principal and Investment Advisor Representative, with securities licences through LPL Financial, from 1996 to 2024. He is a past president of the Spokane Chapter of the Financial Planning Association (1996 to 2009).
John Schram’s longest registration was 28 years at LPL Financial LLC (1996–2024). Before joining 917 Advisory Services in 2024, John Schram was registered through LPL Financial LLC.
- 917 Advisory Services LLCCurrent– present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 331476
- LPL Financial LLC– · 28 yearsSpokane, WA · Adviser representative · Firm CRD 6413
Professional designations
Listed by 917 Advisory Services
- CFP®
Investment adviser representative registrations
John Schram is registered as an investment adviser representative in Washington, since July 2024.
- WashingtonSince 29 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 November 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1993 |
| Series 7 | General Securities Representative Examination | 17 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Aaron Schram
- CRD
- 2397137
- Firm
- 917 Advisory Services · CRD 331476
- Role
- Owner, Financial Advisor
- Office
- 917 S MONROE ST, Spokane, WA 99204
- Registration
- Investment adviser registration
- In the industry since
- September 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- johnschram.com
Where does John Schram work?
John Schram has been Owner, Financial Advisor of 917 Advisory Services LLC since April 2024, and is a control person of the firm.
Is John Schram a financial advisor?
Yes. John Schram has a current investment-adviser registration in Washington, through 917 Advisory Services since July 2024.
How many years of experience does John Schram have?
John Schram has 33 years in the financial industry, since September 1993, across 2 adviser firms.
What exams has John Schram passed?
John Schram has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in September 1993. FINRA credited John Schram with the SIE, which began in October 2018.
Where is John Schram based?
John Schram’s registered office is in Spokane, WA.
Is John Schram registered with FINRA?
No. John Schram has no current broker registration.
Is John Schram a CFP?
917 Advisory Services lists John Schram with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify John Schram’s record?
Search CRD 2397137 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Schram’s full registration record.