John Kamola, financial advisor Santa Rosa CA

John Kamola

CRD Number: 4519980
Current Firm: Jw Financial Advisors, LLC

John Kamola (CRD# 4519980) is an Investment Advisor Representative working at Jw Financial Advisors, LLC in Santa Rosa, CA and has over 21 years of experience in the finance industry. John Kamola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jw Financial Advisors, LLC Santa Rosa, CA Apr 2007 - Current 16
Castleworth Insurance & Financial Services, LLC Santa Rosa, CA Nov 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for John W. Kamola
Phone Number: 707-538-9012
Registered State(s):
  • CA
Current Firm Details
Jw Financial Advisors, LLC
Firm's CRD Number: 143275
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $234,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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