Jonathan William Partridge
Investment adviser representative at Willis Johnson Wealth
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
20 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 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 WealthDec 2025 to now
- Nuline Industrial SolutionsJun 2024 to Nov 2025
- Memorial Hermann Health SystemJun 2023 to Aug 2023
- Texas A&m Rec CenterAug 2022 to May 2024
- Hurricane Harry'sFeb 2022 to Aug 2022
- Pine Cove Christian CampsMay 2021 to Jun 2022
- Texas A&m UniversityAug 2020 to May 2024
- Houston Racquet ClubJun 2017 to Aug 2017
- Houston Christian High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8272875
- Firm CRD
- 119759