Yerassyl Almatyli Sundetbayev
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 WealthJan 2025 to now
- Willis Johnson and Associates, Inc.Jan 2025 to now
- U.S. Army ReserveSep 2023 to Nov 2025
- Ernst & Young LLPDec 2020 to Jan 2025
- Tapfin/eyDec 2020 to Jan 2023
- NY National GuardMay 2020 to Apr 2021
- First CommandFeb 2020 to Dec 2020
- United States ArmyApr 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7213385
- Firm CRD
- 119759