John W. Brodnax

TEXAS ASSET MANAGEMENT

Lakeway, TX 78734

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CRD#: 4449937

Professional summary

John Whitaker Brodnax JR., CFP®, who also goes by John Whitaker Brodnax, is a registered financial advisor currently at TEXAS ASSET MANAGEMENT located in Lakeway, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Whitaker Brodnax

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.

Licensed, practicing attorney at Law Office of John W. Brodnax; CPA for the accounting firm of Brodnax & Karnes, P.C.; not investment-related; same address as TAM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Whitaker Brodnax 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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

May 22, 2001 - Present

TEXAS ASSET MANAGEMENT

Office #1: 1200 Lakeway Drive Suite 20, Lakeway, TX 78734

RIA

CRD#: 114714

Lakeway, TX

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

Texas
(5/22/2001)

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

Current Firm

TEXAS ASSET MANAGEMENT

CRD#: 114714 / SEC#:

Texas

Registered Investment Advisory firm - (5/22/2001 Approved)

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Contact information

Main Address

1200 Lakeway Drive Suite 20, Lakeway, TX 78734

Mailing Address

Phone number

(512) 261-8800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 71,874,071

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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John W. Brodnax

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Whitaker Brodnax JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

TEXAS ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEXAS ASSET MANAGEMENT

TRUST BUT VERIFY

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