John Francis Chavez
Investment adviser representative at Wafd Wealth, Inc
32 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$348.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Wafd Wealth, IncAug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 1994 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn 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
- 2427939
- Firm CRD
- 337346