AdvisorOS Directory
Claim Profile
Unclaimed Profile
JJ

John Carter Tolleson Jr.

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas
Clean recordTOLLESON PRIVATE WEALTH MANAGEMENT, LP
5500 PRESTON ROAD, DALLAS, TX 75205CRD# 6631699Firm CRD# 111838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Carter Tolleson Jr. · DALLAS, TX
Registration
CRD #6631699 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Carter Tolleson Jr. is a registered financial advisor based in DALLAS, Texas, affiliated with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TOLLESON PRIVATE WEALTH MANAGEMENT, LP
TOLLESON PRIVATE WEALTH MANAGEMENT
AUM
$8.2B
Regulatory assets under management
Employees
116
Total firm employees
View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6631699
Firm CRD# 111838
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Carter Tolleson Jr. offer?
John Carter Tolleson Jr. specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are John Carter Tolleson Jr.'s credentials?
John Carter Tolleson Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Carter Tolleson Jr. located?
John Carter Tolleson Jr. is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does John Carter Tolleson Jr. charge for services?
John Carter Tolleson Jr.'s firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOLLESON PRIVATE WEALTH MANAGEMENT, LP?
TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Era Micahl Wester
DALLAS, TX
Joshua James Coury
DALLAS, TX
Philip James Durst
DALLAS, TX
Andrea Christine Hulcy
DALLAS, TX
Brittyn Russell Brender
DALLAS, TX
Dorothy Pirtle Reeder
DALLAS, TX

More Advisors in DALLAS, Texas

Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX
Mitchell Ralph Julis
CANYON CLO ADVISORS LP·DALLAS, TX
Salvatore Julio Olimpio
OLIMPIO NEU & ASSOCIATES, INC.·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile