Willis Johnson & Associates, Inc.

Willis Johnson & Associates, Inc. (CRD# 119759) is a financial advisory firm headquartered in Houston, TX. They manage $496,334,748 in 1,039 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    1,039
    ACCOUNTS
  • Average Account Value
    $477,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Willis Johnson & Associates, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Nicholas Johnson
CRD#: 5377332
5847 San Felipe, Suite 1500, Houston, TX 77057
96
Wealthminder
score

Nicholas Johnson (CRD# 5377332) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

2
Walter D. Johnson
CRD#: 5754008
5847 San Felipe, Suite 3100, Houston, TX 77057
96
Wealthminder
score

Walter Johnson (CRD# 5754008) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 8 years of experience in the finance industry. Walter Johnson 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.

3
Willis A. Johnson
CRD#: 1146229
5847 San Felipe, Suite 1500, Houston, TX 77057
93
Wealthminder
score

Willis Johnson (CRD# 1146229) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 34 years of experience in the finance industry.

4
Alexis C. Long
CRD#: 6383914
5847 San Felipe, Suite 1500, Houston, TX 77057
93
Wealthminder
score

Alexis Long (CRD# 6383914) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 3 years of experience in the finance industry. Alexis Long 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.

5
Robert W. Lowerre
CRD#: 4711541
,
93
Wealthminder
score

Robert Lowerre (CRD# 4711541) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in , and has over 13 years of experience in the finance industry.

6
Tyler S. Baker
CRD#: 6785009
5847 San Felipe, Suite 1500, Houston, TX 77057
90
Wealthminder
score

Tyler Baker (CRD# 6785009) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has 1 year of experience in the finance industry. Tyler Baker 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.

7
Jason M. Mishaw
CRD#: 6337584
5847 San Felipe, Suite 1500, Houston, TX 77057
89
Wealthminder
score

Jason Mishaw (CRD# 6337584) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

8
Robert P. Cope
CRD#: 6651051
5847 San Felipe, Suite 1500, Houston, TX 77057
87
Wealthminder
score

Robert Cope (CRD# 6651051) is an Investment Advisor Representative working at Willis Johnson & Associates, Inc. in Houston, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.