JJ
JJ

James Kenneth Johnson

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

Loading...

Location

8302 Indiana Ave, Suite 14, Lubbock, TX, 79423

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James owns West Texas Senior Resources, where he focuses on insurance and income tax preparation, dedicating about half his time. He also owns Lone Star Tax Group, where he prepares income tax returns, spending minimal time on this activity.

Employment History
Current Registrations
Wealth Watch Advisors, INC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Gradient Advisors, LLC
July 2016 - May 2019 · 2 yrs 10 mos
Horter Investment Management, LLC
March 2015 - July 2016 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.