John Paul Willoughby
Investment adviser representative at Hb Wealth
16 yearsExperience
1 stateRegistered in
CFADesignation
$30.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Hb WealthDec 2025 to now
- Hb Wealth Management, LLCSep 2024 to now
- Suntrust Advisory ServicesMay 2016 to Sep 2024
- Suntrust BankSep 2010 to Sep 2024
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 2552135
- Firm CRD
- 316731