Johnny W. Masters

JOHN MASTERS, CPA, PC

ATLANTA, GA 30324

Some features on this profile are disabled

CRD#: 1252923

Professional summary

Johnny Wayne Masters SR, who also goes by Johnny Wayne Masters, is a registered financial advisor currently at JOHN MASTERS, CPA, PC located in Atlanta, Georgia.

Johnny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Johnny has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Johnny Wayne Masters

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)FUTURUS FINANCIAL SERVICES, INC.-ALPHARETTA, GA.-ONE BANK HOLDING COMPANY-DIRECTOR-BEGINNING 5/2/01-5 HOURS/MONTH-NO HOURS/MO DURING TRADING HOURS (2)ATLANTA CREDIT CORP-FAYETTEVILLE, GA.-SMALL LOAN COMPANY OPERATING UNDER THE GA INDUSTRIAL LOAN ACT-DIRECTOR-BEGINNING ABOUT 1985-.5 HOUR/MO- NO HOURS DURING TRADING HOURS (3)GRAND PROPERTIES, LLC-ATLANTA, GA.-REAL ESTATE INVESTMENT AND RENTAL OPERATIONS-MANAGING MEMBER-BEGINNING 1998-2HOURS PER/MO-NO HOURS DURING TRADING HOURS (4)JOHN MASTERS ATTORNEY AT LAW-ATLANTA, GA.-LAW PRACTICE IN TAX AND ESTATE PLANNING-PROPRIETOR-BEGINNING 1980-HOURS/MONTH VARIES-HOURS DURING TRADING HOURS VARIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnny Wayne Masters SR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2003 - Present

JOHN MASTERS, CPA, PC

Office #1: 10 Lenox Pointe, Atlanta, GA 30324

RIA

CRD#: 126151

ATLANTA, GA

Past

February 24, 1993 - December 16, 1993

NORTHRIDGE CAPITAL CORPORATION

CRD#: 16467

Past

December 5, 1990 - December 31, 1992

PLANNED INVESTMENTS INC.

CRD#: 5066

Past

November 25, 1985 - August 8, 1990

ATLANTA SECURITIES & INVESTMENTS, INC.

CRD#: 15762

Past

April 13, 1984 - May 13, 1985

SENTRA SECURITIES CORPORATION

CRD#: 10249

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/12/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/5/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/30/1984

General Securities Principal Examination

Current Firm

JOHN MASTERS, CPA, PC

CRD#: 126151 / SEC#:

Georgia

Registered Investment Advisory firm - (6/27/1996 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2250 N Druid Hills Rd Ne Suite 125, Atlanta, GA 30329

Mailing Address

Phone number

(404) 240-0048

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 3,976,576

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Johnny W. Masters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnny Wayne Masters SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHN MASTERS, CPA, PC

NORTHRIDGE CAPITAL CORPORATION

PLANNED INVESTMENTS INC.

ATLANTA SECURITIES & INVESTMENTS, INC.

SENTRA SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/1996

Series 63

Date: 5/14/1984

Series 7

Date: 3/17/1984

Series 24

Date: 5/30/1984

Current Firm

JOHN MASTERS, CPA, PC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JOHN MASTERS, CPA, PC

TRUST BUT VERIFY

Similar Advisors