John R. Joyner
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CRD#: 4525813
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 Richard Joyner, CFP® was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1998. John had worked at 2 firms .
Biography
To help families navigate the financial and emotional complexities of wealth.
Question & Answer
What are your service offerings?
Philanthropic services
Loans/credit services
Trust & estate planning
Financial planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
25M
Are you a "fiduciary"?
No
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.
CRISTO REY DALLAS HIGH SCHOOL INC.- 1054 N. ST. AUGUSTINE DRIVE DALLAS, TEXAS 75217; VOLUNTEER POSITION; BOARD Chair; DUTIES INCLUDE: REGULAR BOARD MEETING ATTENDANCE, Setting Board Agenda and Policy, Involved in the strategic planning of the organization; REVIEWS REAL ESTATE AND CONSTRUCTION PROJECTS, INVOLVED WITH FUNDRAISING FOR THE SCHOOL, NO CHECK SIGNING AUTHORITY; NON-INVESTMENT RELATED ACTIVITY; 6-10 HOURS PER MONTH DEDICATED TO THIS OBA, ALL OF WHICH ARE DURING TRADING HOURS; NO COMPENSATION RECEIVED. UT Wealth Management Center- Austin, Texas; Duties include: Advisory Board Member, meeting and conference attendance, no investment or financial responsibilities, no fundraising responsibilities, Non-investment related; 1-5 hours per month outside of business hours dedicated to this OBA; No compensation received; Ursuline Academy-4900 Walnut Hill Lane Dallas, Texas 75229; Duties include: member of the Board and finance committee, no check signing authority, will not have the responsibility to make any business decision on behalf of the school, no investment responsibilities; 1-5 hours per month dedicated to this OBA, all of which are during business hours; no compensation received;
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®
Experience
Past
July 22, 2004 - October 27, 2023
TOLLESON PRIVATE WEALTH MANAGEMENT
RIA
CRD#: 111838
DALLAS, TX
Past
January 5, 1998 - October 13, 2003
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
DALLAS, TX
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".
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 Approved)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
Current Firm
TP
TOLLESON PRIVATE WEALTH MANAGEMENT
THE TOLLESON GROUP, LP | TTG FINANCIAL ADVISORS LP | TOLLESON PRIVATE WEALTH MANAGEMENT, LP | TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
RIA
Registered Investment Advisory firm - (5/26/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5500 Preston Road Suite 250, Dallas, TX 75205
Mailing Address
Phone number
(214) 252-3250
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
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.
