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Makemma Cockrell Wolff

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.

  1. Willis Johnson WealthOct 2025 to now
  2. Willis Johnson & Associates, Inc.Sep 2025 to now
  3. Theory Planning Partners, LLCMay 2025 to Aug 2025
  4. Avion Wealth, LLCJan 2023 to May 2025
  5. Brownlee Wealth ManagementSep 2022 to Nov 2022
  6. Willis Johnson & AssociatesMay 2022 to Aug 2022
  7. Lonestar Wealth ManagementJan 2022 to Apr 2022
  8. Carpet TechJul 2020 to May 2021
  9. Texas Tech UniversityJun 2019 to Dec 2022
  10. Ttu K-12Dec 2017 to May 2019
  11. Central High SchoolJan 2015 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
7333258
Firm CRD
119759
Advisor's SEC record (opens in a new tab)
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