JW
John A. Willis
COHO ADVISORY SERVICES
Santa Barbara, CA
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CRD#: 7797847
JW
Professional summary
John Andrew Willis is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Santa Barbara, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 1 firm 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.
Independent insurance consultant. Have group health clients, sell Ameritas products through Coho Financial, and now have an AHIP certification for Medicare supplements. Start Date: October 2016, Spends appx 18 hours per week during trading hours on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Andrew Willis'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®
NoneExperience
Current
September 26, 2023 - Present
COHO ADVISORY SERVICES, LLC
RIA
CRD#: 325710
Santa Barbara, CA
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
California(12/4/2024)
IAR
Texas(9/26/2023)
Current Firm
CA
COHO ADVISORY SERVICES, LLC
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP
CRD#: 325710 / SEC#:
Alaska
Registered Investment Advisory firm - (5/3/2023 Approved)California
Registered Investment Advisory firm - (12/4/2024 Approved)Colorado
Registered Investment Advisory firm - (11/15/2024 Approved)Idaho
Registered Investment Advisory firm - (3/15/2024 Approved)Nevada
Registered Investment Advisory firm - (10/3/2023 Approved)Oregon
Registered Investment Advisory firm - (2/4/2025 Approved)Texas
Registered Investment Advisory firm - (9/26/2023 Approved)Washington
Registered Investment Advisory firm - (5/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3150 C Street Suite 240, Anchorage, AK 99503
Mailing Address
Phone number
(907) 333-2646
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 232 |
| AUM (Assets Under Management) | $ 36,593,947 |
Red Flags
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