Rudy Villa
Investment adviser representative at Willis Johnson Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Willis Johnson WealthMay 2026 to now
- Verde Wealth GroupSep 2024 to May 2026
- Valmark SecuritiesNov 2022 to May 2026
- Verde Wealth GroupJan 2022 to Aug 2024
- Department of JusticeSep 2021 to Dec 2021
- N/aJul 2021 to Aug 2021
- San Antonio IsdJun 2020 to Jun 2021
- Impact Money Management LLCJan 2020 to Jan 2021
- Wgu-texasMar 2019 to Dec 2019
- USAAMar 2018 to Mar 2019
- Helix Insurance & Financial ServicesJun 2017 to Mar 2018
- Idea Public SchoolsJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2022
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
- 5663511
- Firm CRD
- 119759