Abrin A. Berkemeyer

WILLIS JOHNSON & ASSOCIATES

Houston, TX 77057

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CRD#: 6858107

Professional summary

Abrin Angelus Berkemeyer, AIF®, CFP® is a registered financial advisor currently at WILLIS JOHNSON & ASSOCIATES, INC. located in Houston, Texas.

Abrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Abrin has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abrin Angelus Berkemeyer's CRS (Customer Relationship Summary).

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

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 21, 2025 - Present

WILLIS JOHNSON & ASSOCIATES, INC.

Office #1: 5847 San Felipe Suite 1500, Houston, TX 77057

RIA

CRD#: 119759

Houston, TX

Past

April 20, 2022 - May 6, 2025

GOODMAN FINANCIAL CORPORATION

RIA

CRD#: 114637

Houston, TX

Past

February 2, 2022 - September 21, 2022

RWM CAPITAL, LLC

RIA

CRD#: 310635

SUGAR LAND, TX

Past

December 18, 2017 - October 29, 2021

PENOBSCOT FINANCIAL ADVISORS

RIA

CRD#: 286211

PORTLAND, ME

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".

WILLIS JOHNSON & ASSOCIATES, INC.

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

CRD#: 119759 / SEC#: 801-66191

RIA

Registered Investment Advisory firm - (2/9/2006 Approved)

Texas

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/21/2025)

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 65

Date: 11/21/2017

Uniform Investment Adviser Law Examination

Current Firm

WILLIS JOHNSON & ASSOCIATES, INC.

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

CRD#: 119759 / SEC#: 801-66191

RIA

Registered Investment Advisory firm - (2/9/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

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Contact information

Main Address

5847 San Felipe Suite 1500, Houston, TX 77057

Mailing Address

Phone number

(713) 439-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WJA ADV 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,377
AUM (Assets Under Management)	$ 1,419,970,309

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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Abrin A. Berkemeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abrin Angelus Berkemeyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIS JOHNSON & ASSOCIATES, INC.

GOODMAN FINANCIAL CORPORATION

RWM CAPITAL, LLC

PENOBSCOT FINANCIAL ADVISORS

Primary Firm SEC Registration

WILLIS JOHNSON & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2017

Current Firm

WILLIS JOHNSON & ASSOCIATES, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIS JOHNSON & ASSOCIATES, INC.

TRUST BUT VERIFY

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