John S. Willard

STAR WEALTH ADVISORS

MANALAPAN, NJ 07726

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CRD#: 6803856

Professional summary

John Steven Willard, who also goes by John Willard, is a registered financial advisor currently at STAR WEALTH ADVISORS located in Manalapan, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Willard

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 Steven Willard'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®

None

Experience

Current

December 3, 2025 - Present

STAR WEALTH ADVISORS

Office #1: 198 Route 9 North Suite 203, Manalapan, NJ 07726

RIA

CRD#: 332344

MANALAPAN, NJ

Past

August 25, 2020 - July 24, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

Pennington, NJ

Past

August 24, 2020 - July 24, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

September 27, 2018 - March 8, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

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

Florida
(12/3/2025)

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 66

Date: 2/23/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2018

General Securities Representative Examination

Current Firm

STAR WEALTH ADVISORS

DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS

CRD#: 332344 / SEC#: 801-130849

RIA

Registered Investment Advisory firm - (12/16/2024 Terminated)

Colorado

Registered Investment Advisory firm - (1/19/2026 Approved)

Florida

Registered Investment Advisory firm - (3/19/2025 Approved)

Michigan

Registered Investment Advisory firm - (3/26/2025 Approved)

New Jersey

Registered Investment Advisory firm - (1/20/2026 Approved)

Ohio

Registered Investment Advisory firm - (3/17/2025 Approved)

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).

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Contact information

Main Address

225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432

Mailing Address

Phone number

(888) 201-7331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 37,322,741

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 S. Willard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Steven Willard's CRS (Customer Relationship Summary).

Certified licenses

Experience

STAR WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2019

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2018

Current Firm

STAR WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAR WEALTH ADVISORS

TRUST BUT VERIFY

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