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Rudy Villa Iii

WILLIS JOHNSON WEALTH
HOUSTON, TX
·CRD# 5663511·14 years experience

Professional Summary

Rudy Villa III, who also goes by Rudy VIlla III, Rudy Villa, is a registered financial advisor currently at WILLIS JOHNSON WEALTH located in Houston, Texas. Rudy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rudy has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rudy Villa Iii, Rudy Villa

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

Current

WILLIS JOHNSON WEALTHCurrent·CRD# 119759
RIA
5847 San Felipe Suite 1500, Houston, TX 77057
June 1, 2026 - Present

Past

VERDE WEALTH GROUP, LLCPast·CRD# 154568
RIA
Houston, TX
January 5, 2023 - June 12, 2026
VALMARK SECURITIES, INC.Past·CRD# 31243
BD
Houston, TX
November 17, 2022 - May 15, 2026
IMPACT MONEY MANAGEMENTPast·CRD# 307416
RIA
San Antonio, TX
February 26, 2020 - January 10, 2021
USAA INVESTMENT SERVICES COMPANYPast·CRD# 5475
RIA
San Antonio, TX
April 17, 2018 - March 8, 2019
USAA FINANCIAL ADVISORS, INC.Past·CRD# 129035
BD
San Antonio, TX
April 17, 2018 - March 8, 2019
HORACE MANN INVESTORS, INC.Past·CRD# 11643
BD
San Antonio, TX
August 8, 2017 - March 14, 2018
S HARRIS FINANCIAL GROUP, LLCPast·CRD# 151899
RIA
San Antonio, TX
September 29, 2014 - May 2, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
San Antonio, TX
July 23, 2014 - April 7, 2016
J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
San Antonio, TX
November 2, 2012 - September 30, 2013
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
San Antonio, TX
November 2, 2012 - September 30, 2013
LPL FINANCIAL LLCPast·CRD# 6413
BD
San Antonio, TX
May 22, 2012 - September 20, 2012
LPL FINANCIAL LLCPast·CRD# 6413
RIA
San Antonio, TX
June 27, 2012 - June 27, 2012

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Current Firm

WJ
WILLIS JOHNSON WEALTH

JOHNSON, BENDER & COMPANY | WILLIS JOHNSON WEALTH, INC. | WILLIS JOHNSON WEALTH | WILLIS JOHNSON & ASSOCIATES, INC.

CRD#: 119759 / SEC#: 801-66191
RIA
Registered Investment Advisory firm - SEC (2/9/2006 Approved)
Texas
Registered Investment Advisory firm - Texas (3/2/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

5847 San Felipe Suite 1500, Houston, TX 77057

Phone Number

(713) 439-1200

# of Employees

41

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WILLIS JOHNSON WEALTH ADV 2A (8/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,742

AUM (Assets Under Management)

$1,851,891,503

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) VALMARK SECURITIES; 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; REGISTERED REPRESENTATIVE; NON-PRODUCING REPRESENTATIVE SUPPORTING THE SALES AND MANAGEMENT OF BROKERAGE, DIRECT AND ADVISORY INVESTMENTS, START DATE 11/2022; 80 HOURS PER MONTH, 80 DURING TRADING HOURS; SALARIED POSITION/// 2) VERDE WEALTH GROUP, LLC 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; CLIENT SERVICE MANAGER; SALARIED POSITION SUPPORTING FINANCIAL PLANNING FIRM; START DATE 2/2/2022; 80 HOURS PER MONTH, 80 DURING TRADING HOURS; SALARIED POSITION///

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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".
WJ
WILLIS JOHNSON WEALTH

JOHNSON, BENDER & COMPANY | WILLIS JOHNSON WEALTH, INC. | WILLIS JOHNSON WEALTH | WILLIS JOHNSON & ASSOCIATES, INC.

CRD#: 119759 / SEC#: 801-66191
RIA
Registered Investment Advisory firm - SEC (2/9/2006 Approved)
Texas
Registered Investment Advisory firm - Texas (3/2/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(6/1/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2022About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2012About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Rudy Villa III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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