JD
JD

Johnnie William Driver

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
1,332 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable and may vary based on numerous factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626

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 →
Employment History
Current Registrations
Corda Investment Management, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2022 - January 2024 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
April 2022 - January 2024 · 1 yr 9 mos
TD Ameritrade, INC.Broker
October 2021 - December 2023 · 2 yrs 2 mos
TD Ameritrade Investment Management, LLC
October 2021 - September 2023 · 1 yr 11 mos
TD Ameritrade, INC.
October 2021 - October 2022 · 1 yr
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
November 2013 - February 2018 · 4 yrs 3 mos
TD Ameritrade, INC.Broker
March 2009 - October 2013 · 4 yrs 7 mos
TD Ameritrade, INC.
March 2009 - October 2013 · 4 yrs 7 mos
Amerivest Investment Management, LLC
March 2009 - October 2013 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
September 2007 - March 2009 · 1 yr 6 mos
Wachovia Securities, LLCBroker
February 2007 - September 2007 · 7 mos
Wachovia Securities, LLC
February 2007 - September 2007 · 7 mos
Ameriprise Financial Services, INC.
August 2004 - August 2006 · 2 yrs
Ameriprise Financial Services, INC.Broker
August 2004 - August 2006 · 2 yrs
Ids Life Insurance CompanyBroker
August 2004 - July 2006 · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.