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JH

John W. Hall

JW HALL FINANCIAL LLC
SAN ANTONIO, TX 78258
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CRD#: 7965978
JH

Professional summary


John Wes Hall, who also goes by John Wes Hall V, John Wesley Hall V, John Wesley Hall, Wes Hall, is a registered financial advisor currently at JW HALL FINANCIAL LLC located in San Antonio, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Wes Hall V | John Wesley Hall V | John Wesley Hall | Wes Hall

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 Wes Hall'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

October 30, 2025 - Present

JW HALL FINANCIAL LLC

Office #1: 18756 Stone Oak Pkwy Ste 200, San Antonio, TX 78258
RIA
CRD#: 337745
SAN ANTONIO, TX
Past

September 5, 2024 - October 1, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN ANTONIO, TX

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
Louisiana
(10/30/2025)
IAR
Texas
(10/30/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2024
General Securities Representative Examination
General Industry/Product Exam

Current Firm


JH
JW HALL FINANCIAL LLC
JW HALL FINANCIAL LLC

CRD#: 337745 / SEC#:

Louisiana
Registered Investment Advisory firm - (10/30/2025 Approved)
Texas
Registered Investment Advisory firm - (10/30/2025 Approved)
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Contact information


Main Address
18756 Stone Oak Pkwy Ste 200, San Antonio, TX 78258
Mailing Address
Phone number
(337) 446-5950
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts25
AUM (Assets Under Management)$ 6,455,125

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.

Company Information


JW HALL FINANCIAL LLC

CRD#: 337745San Antonio, TX 78258

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