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JM

Johnny Wayne Masters Sr

JOHN MASTERS, CPA, PC
ATLANTA, GA
·CRD# 1252923·42 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Johnny Wayne Masters

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

JOHN MASTERS, CPA, PC·CRD# 126151
RIA
10 Lenox Pointe, Atlanta, GA 30324
May 12, 2003 - Present
NORTHRIDGE CAPITAL CORPORATION·CRD# 16467
BD
February 24, 1993 - December 16, 1993
PLANNED INVESTMENTS INC.·CRD# 5066
BD
December 5, 1990 - December 31, 1992
ATLANTA SECURITIES & INVESTMENTS, INC.·CRD# 15762
BD
November 25, 1985 - August 8, 1990
SENTRA SECURITIES CORPORATION·CRD# 10249
BD
April 13, 1984 - May 13, 1985

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Current Firm

JM
JOHN MASTERS, CPA, PC

JOHN MASTERS, CPA, PC

CRD#: 126151
Georgia
Registered Investment Advisory firm - Georgia (6/27/1996 Approved)

Contact Information

Main Address

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

Phone Number

(404) 240-0048

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

37

AUM (Assets Under Management)

$4,902,435

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1984About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 1984About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

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