Nicholas Johnson
Investment adviser representative at Willis Johnson Wealth
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.9BFirm 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
Experience
19 years in the industry.
- Willis Johnson WealthNov 2011 to now
- Willis Johnson & AssociatesJun 2009 to now
- Willis Johnson & AssociateJun 2009 to Dec 2019
- Fsc Securities CorporationJun 2007 to Jan 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Willis Johnson Wealth
Legal name: Willis Johnson Wealth, Inc.
$1.9BAssets managed
578Clients
31Advisers
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
- 5377332
- Firm CRD
- 119759