John H. Werhan

EARNED WEALTH ADVISORS

WALNUT CREEK, CA 94598

Some features on this profile are disabled

CRD#: 4371323

Professional summary

John Haden Werhan is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Walnut Creek, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Haden Werhan's CRS (Customer Relationship Summary).

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

February 22, 2000 - Present

EARNED WEALTH ADVISORS, LLC

Office #1: 165 Lennon Lane, Ste 200, Walnut Creek, CA 94598

RIA

CRD#: 108052

WALNUT CREEK, CA

Past

August 1, 2024 - January 4, 2025

EARNED WEALTH

RIA

CRD#: 316933

WALNUT CREEK, CA

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".

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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

California
(2/22/2000)

IAR

Texas
(1/3/2017)

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: 2/1/2000

Uniform Investment Adviser Law Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 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

165 Lennon Lane Suite 200, Walnut Creek, CA 94598

Mailing Address

Phone number

(925) 939-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,916,730,533

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

John Israel

STRATEGIC ADVISERS LLC

IAR

SAN RAMON, CA

Jason Cooke

EDELMAN FINANCIAL ENGINES

IAR

DANVILLE, CA

Daniel Torres

NYLIFE SECURITIES LLC

BRENTWOOD, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John H. Werhan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Haden Werhan's CRS (Customer Relationship Summary).

Certified licenses

Experience

EARNED WEALTH ADVISORS, LLC

EARNED WEALTH

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2000

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors