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John Houston

Advisor at Wells Fargo Advisors — Patoka, IL

Updated today

Credentials

Series 63, Series 66

Experience

7 years

Location

Patoka, IL

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,175

Across 1,138 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

John Houston is a financial advisor with Wells Fargo Clearing in Patoka, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has prior experience at Digital Intelligence Systems, Camping World, Traxx, Southern Illinois University, and UPS. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Patoka, IL

Patoka IL

Advisors at this office

1

Most active in

Illinois · Missouri · Texas

Work history

7 years of industry experience

Wells Fargo Clearing Services

2018 - Present • 8 years

St. Louis, MO

Digital Intelligence Systems

2018 - 2019 • 1 year

McLean, VA

Camping World

2018 - 2018 • 1 year

Richmond, IN

Traxx

2017 - 2018 • 1 year

Carbondale, IL

Southern Illinois University

2014 - 2018 • 4 years

Carbondale, IL

Ups

2014 - 2017 • 3 years

Marion, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lea A

Series 66

Salem, IL

Benjamin F. Edwards & Company, Inc.

Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following 16 years at Raymond James Financial Services, Inc. Ashby is involved with the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management with a range of managed strategies and operates both internal trading desks and external custodial arrangements.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Rebecca T

Series 63, Series 65

Salem, IL

Benjamin F. Edwards & Company, Inc.

Rebecca Timmerman is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 licenses and has 44 years of industry experience. Her prior work includes nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. Outside of advising, she is involved in real estate development through a partnership in Coventry Crossing LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs that incorporate proprietary and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Nicholas H

Series 65, Series 63

Salem, IL

Benjamin F. Edwards & Company, Inc.

Nicholas Harris is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Benjamin F. Edwards & Co. in 2018, Harris worked at Raymond James Financial Services in various roles from 2016 to 2018. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing both in-house and third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner

Darren D

CFP®, Series 66

Salem, IL

Edward Jones

Darren Dwyer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 credential and is based in Salem, IL. Edward Jones is a full-service wealth management firm advising over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

William D

Series 63, Series 66

Salem, IL

Edward Jones

William Dwyer is a financial advisor at Edward Jones with 43 years of industry experience. He has been with Edward Jones since 1982 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he is an investor in a health-related company, Propel Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kyla M

Series 66

Salem, IL

Edward Jones

Kyla Motch is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked in education for over a decade at various schools in Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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