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John Joseph Padgett

Investment adviser representative at B. Riley Wealth Advisors, Inc.
18 yearsExperience
1 stateRegistered in
$4.2BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. B. Riley Wealth ManagementJul 2022 to now
  2. B. Riley Wealth Advisors, Inc.Jan 2019 to now
  3. National Asset ManagementJan 2019 to Jul 2022
  4. National Securities CorporationNov 2008 to Jul 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (NJ).

B. Riley Wealth Advisors, Inc.

$4.2BAssets managed
10,573Clients
168Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2146904
Firm CRD
115927
Advisor's SEC record (opens in a new tab)
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