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John Christian Weatherly

Investment adviser representative at Insight Wealth Partners
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
16 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

Experience

12 years in the industry.

  1. Insight Wealth Partners, LLCMay 2017 to now
  2. Dallas Baptist UniversityMar 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

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

Insight Wealth Partners

Legal name: Insight Wealth Partners, LLC

$1.1BAssets managed
959Clients
15Advisers
16 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
6728378
Firm CRD
153635
Advisor's SEC record (opens in a new tab)
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