Xianyuan Hoover
Investment adviser representative at Willis Johnson Wealth
10 yearsExperience
1 stateRegistered in
CFADesignation
$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 WealthOct 2024 to now
- Willis Johnson & Associates, Inc.May 2024 to now
- UnemployedApr 2023 to May 2024
- Franklin Templeton Investment ManagementApr 2016 to Mar 2023
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7987730
- Firm CRD
- 119759