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JJ

John W. Johnson

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CRD#: 259731
JJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Walter Johnson, who also goes by Johnny Johnson, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1973. John had worked at 10 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Johnny Johnson

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.
JOHNSON FINANCIAL SERVICES, LIFE HEALTH GROUP. DBA THE PRUDENT INVESTOR COACH. ANALYSIS NEEDS OF INDIVIDUALS AND COMPANIES FOR INSURANCE PRODUCTS. START: 9/2006. PAUL WINKLER, INC., REGISTERED INVESTMENT ADVISOR. INVESTMENT ADVISER REPRESENTATIVE. START: 11/2019.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 23, 2019 - August 22, 2022

PAUL WINKLER, INC.

RIA
CRD#: 119342
HARLINGTON, TX
Past

September 4, 2008 - December 31, 2021

THE PRUDENT INVESTOR COACH, LLC

RIA
CRD#: 147735
HARLINGEN, TX
Past

October 1, 1997 - October 6, 2008

OSAIC FS, INC.

RIA
CRD#: 3870
HARLIGEN, TX
Past

October 1, 1997 - October 6, 2008

OSAIC FS, INC.

BD
CRD#: 3870
HARLIGEN, TX
Past

December 6, 1988 - October 1, 1997

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

August 3, 1987 - December 31, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

August 5, 1986 - August 11, 1987

MONARCH SECURITIES, INC.

BD
CRD#: 2809
Past

October 8, 1985 - August 10, 1987

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

January 8, 1982 - June 3, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 1, 1979 - March 13, 1985

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

February 26, 1974 - May 1, 1979

LINCOLN EQUITIES CORPORATION

BD
CRD#: 4462
Past

November 13, 1973 - April 27, 1974

CONSOLIDATED PROGRAMS, INC.

BD
CRD#: 177

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PAUL WINKLER, INC.
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC

CRD#: 119342 / SEC#: 801-128081

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
Alabama
Registered Investment Advisory firm - (7/26/2023 Terminated)
Arizona
Registered Investment Advisory firm - (7/26/2023 Terminated)
Arkansas
Registered Investment Advisory firm - (7/26/2023 Terminated)
California
Registered Investment Advisory firm - (8/25/2023 Terminated)
Florida
Registered Investment Advisory firm - (7/26/2023 Terminated)
Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)
Indiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
Kentucky
Registered Investment Advisory firm - (7/26/2023 Terminated)
Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2023 Terminated)
Mississippi
Registered Investment Advisory firm - (7/26/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)
Ohio
Registered Investment Advisory firm - (7/26/2023 Terminated)
Tennessee
Registered Investment Advisory firm - (7/27/2023 Terminated)
Texas
Registered Investment Advisory firm - (7/26/2023 Terminated)
Virginia
Registered Investment Advisory firm - (7/26/2023 Terminated)
Wisconsin
Registered Investment Advisory firm - (7/26/2023 Terminated)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/10/1973
Registered Representative Examination

Current Firm


PW
PAUL WINKLER, INC.
PAUL WINKLER, INC. | THE INVESTOR COACH, INC. | RETIREMENT & INVESTMENT STRATEGIES, INC

CRD#: 119342 / SEC#: 801-128081

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
Alabama
Registered Investment Advisory firm - (7/26/2023 Terminated)
Arizona
Registered Investment Advisory firm - (7/26/2023 Terminated)
Arkansas
Registered Investment Advisory firm - (7/26/2023 Terminated)
California
Registered Investment Advisory firm - (8/25/2023 Terminated)
Florida
Registered Investment Advisory firm - (7/26/2023 Terminated)
Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)
Indiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
Kentucky
Registered Investment Advisory firm - (7/26/2023 Terminated)
Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2023 Terminated)
Mississippi
Registered Investment Advisory firm - (7/26/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)
Ohio
Registered Investment Advisory firm - (7/26/2023 Terminated)
Tennessee
Registered Investment Advisory firm - (7/27/2023 Terminated)
Texas
Registered Investment Advisory firm - (7/26/2023 Terminated)
Virginia
Registered Investment Advisory firm - (7/26/2023 Terminated)
Wisconsin
Registered Investment Advisory firm - (7/26/2023 Terminated)
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Contact information


Main Address
3050 Business Park Circle Suite 503, Goodlettsville, TN 37072
Mailing Address
Phone number
(615) 851-1950
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (7/10/2025)

Regulatory assets under management


Total Number of Accounts2,559
AUM (Assets Under Management)$ 1,168,234,280

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.

Company Information


PAUL WINKLER, INC.

CRD#: 119342

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