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Willis Anthony Johnson

WILLIS JOHNSON & ASSOCIATES, INC.·HOUSTON, Texas
SIE, Series 6, Series 7, Series 22, Series 24, Series 62, Series 63, Series 65CFPClean record29 years registeredWILLIS JOHNSON & ASSOCIATES, INC.
5847 SAN FELIPE, HOUSTON, TX 77057CRD# 1146229Firm CRD# 119759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Willis Anthony Johnson · HOUSTON, TX
Registration
CRD #1146229 · WILLIS JOHNSON & ASSOCIATES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

WILLIS JOHNSON WEALTH
Sep 1996 – present
FSC SECURITIES CORPORATION
Sep 1996 – Apr 2016
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 62
Series 63
Series 65
Registration record
First registered · September 30, 1996
Years registered · 29
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIS JOHNSON & ASSOCIATES, INC.
CRD 119759 · SEC 801-66191
AUM
$1.2B
Regulatory assets under management
Employees
35
2,103 client accounts
Services offered by WILLIS JOHNSON & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILLIS JOHNSON & ASSOCIATES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Willis Anthony Johnson offer?
Willis Anthony Johnson specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Willis Anthony Johnson's credentials?
Willis Anthony Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Willis Anthony Johnson located?
Willis Anthony Johnson is based in HOUSTON, Texas, working with WILLIS JOHNSON & ASSOCIATES, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Willis Anthony Johnson charge for services?
Willis Anthony Johnson'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 WILLIS JOHNSON & ASSOCIATES, INC.?
WILLIS JOHNSON & ASSOCIATES, INC. has approximately 35 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILLIS JOHNSON & ASSOCIATES, INC.

Kevin Francis Mcnulty
HOUSTON, TX
Alexis Cathryn Long
HOUSTON, TX
CFP
Nicholas Johnson
HOUSTON, TX
CFPCFA

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