Cameron A. Sauer

WILLIS JOHNSON & ASSOCIATES

Houston, TX 77057

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CRD#: 7122342

Professional summary

Cameron Anthony Sauer, who also goes by Cameron Anthony Sauer, Cameron Sauer, is a registered financial advisor currently at WILLIS JOHNSON & ASSOCIATES, INC. located in Houston, Texas.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Cameron has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Anthony Sauer | Cameron Sauer

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 Cameron Anthony Sauer'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®

None

Experience

Current

May 22, 2024 - Present

WILLIS JOHNSON & ASSOCIATES, INC.

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

RIA

CRD#: 119759

Houston, TX

Past

August 25, 2023 - April 17, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Plano, TX

Past

August 18, 2022 - April 17, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PLANO, 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".

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
(5/22/2024)

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: 8/5/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/23/2021

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

Cameron A. Sauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anthony Sauer's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WILLIS JOHNSON & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2023

Series 63

Date: 6/23/2023

Series 7TO

Date: 8/18/2022

SIE

Date: 7/23/2021

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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