John E Schoen
Financial advisor at Main Street Financial Solutions, LLC · Newtown, PA
Last updated 2026-10-10
Claim your profileJohn E Schoen is a financial advisor at Main Street Financial Solutions, LLC in Newtown, PA, CRD 2565082. Licenses and exams on the registration: Series 65. IAPD registration began 2026-01-02.
Registration
- CRD number
- 2565082
- Registration status
- Active
- IAPD registration
- 2026-01-02
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- NY
Licenses and exams
- Series 65
Work history
- 2025-12 to Present · Main Street Financial Solutions, LLC · Newtown, PA
- 2014-12 to 2018-11 · State Street Global Market - Currenex · New York, NY
- 2018-12 to 2025-11 · Fv Miste Rose · Montauk, NY
Current employment
- Main Street Financial Solutions, LLC · Newtown, PA
Main Street Financial Solutions, LLC
- Regulatory AUM
- $2,508,000,000
- Registered advisors
- 41
- Offices
- 33
- Clients per advisor
- 51.5 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 33.4% (Moderate)
Main Street Financial Solutions, LLC: advisors, services and reported ETF investments
About
John E Schoen is a financial advisor at Main Street Financial Solutions, LLC in Newtown, PA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.
Main Street Financial Solutions, LLC's firm-level Form ADV reports 41 advisors across 33 offices; approximately 51.5 clients per advisor, average assets per client of $1,188,063, and regulatory AUM of $2.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $1B across 322 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John E Schoen personally.
Reported ETF positions
Main Street Financial reports 322 ETF positions worth $1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $65M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $60M |
| SCHD — Schwab US Dividend Equity ETF | $57.6M |
| SCHX — Schwab U.S. Large-Cap ETF | $39.2M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $34.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Main Street Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $966.3K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $966.3K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $705K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $573.3K | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Main Street Financial Solutions, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
104 Pheasant Run, Newtown, PA 18940
41 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-259-5021
- Website: tblfinancial.com
Official record
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