John E. Wilhoit

CAH ADVISORS

Birmingham, AL 35223

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CRD#: 4389692

Professional summary

John Edward Wilhoit Jr, AIF®, who also goes by John E Wilhoit Jr, John E Wilhoit, is a registered financial advisor currently at CAH ADVISORS, LLC located in Birmingham, Alabama.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 24 and Series 51 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John E Wilhoit Jr | John E Wilhoit

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.

Independent Insurance Agent - Corporate Owned Life Insurance for Non-Qualified Deferred Compensation Plans

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Wilhoit Jr'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 19, 2021 - Present

CAH ADVISORS, LLC

Office #1: 115 Office Park Drive, Birmingham, AL 35223Office #2: 2121 Sage Road Suite 145, Houston, TX 77056

RIA

CRD#: 316355

Birmingham, AL

Past

May 2, 2016 - July 20, 2021

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

NEW YORK, NY

Past

January 4, 2016 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

NY, NY

Past

December 17, 2015 - July 20, 2021

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

NY, NY

Past

September 3, 2013 - December 22, 2015

CETERA WEALTH SERVICES, LLC

CRD#: 13572

NEW YORK, NY

Past

December 19, 2007 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

CRD#: 833

NEW YORK, NY

Past

April 23, 2002 - February 6, 2007

FITZMAURICE INVESTMENT MANAGEMENT SERVICES, LLC

CRD#: 117225

NEW YORK, NY

Past

June 5, 2001 - January 10, 2003

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

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

Alabama
(11/19/2021)

IAR

Texas
(11/29/2021)

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: 10/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/18/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/18/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 3/18/2024

Municipal Fund Securities Principal Examination

Current Firm

CAH ADVISORS, LLC

CRD#: 316355 / SEC#:

Alabama

Registered Investment Advisory firm - (11/19/2021 Approved)

Texas

Registered Investment Advisory firm - (11/29/2021 Approved)

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Contact information

Main Address

115 Office Park Drive, Birmingham, AL 35223

Mailing Address

Phone number

(346) 388-1221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 10,910,485

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.

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Firm Stability Insights

John E. Wilhoit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Wilhoit Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TOWER SQUARE SECURITIES, INC.

FITZMAURICE INVESTMENT MANAGEMENT SERVICES, LLC

TOWER SQUARE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2003

Series 63

Date: 7/18/2001

Series 7TO

Date: 3/18/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2001

Series 24

Date: 3/18/2024

Series 51

Date: 3/18/2024

Current Firm

CAH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAH ADVISORS, LLC

TRUST BUT VERIFY

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