JWA FINANCIAL GROUP, INC.

DALLAS, Texas·2 registered advisors·CRD# 114646
SEC# 801-61361972-661-3355
01

Firm Overview

AUM
$380M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at JWA FINANCIAL GROUP, INC.

2 registered advisors
James Neal Whiddon
DALLAS, Texas
Micky Chamberlain Reeves
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. JWA FINANCIAL GROUP, INC. (CRD# 114646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.