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John Houston

Advisor at Wells Fargo Advisors

Updated today

Location

Patoka, IL

Credentials

Series 63, Series 66

Industry experience

7 years

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

Patoka, IL

Most active in

Illinois · Missouri · Texas

Work history

Wells Fargo Clearing Services

2018 - Present (8 years)

Digital Intelligence Systems

2018 - 2019 (1 year)

Camping World

2018 - 2018 (1 year)

Traxx

2017 - 2018 (1 year)

Southern Illinois University

2014 - 2018 (4 years)

Ups

2014 - 2017 (3 years)

Disclosures

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

Business activities & affiliations

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
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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.

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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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Douglas M

Series 63, Series 66

Salem, IL

LPL Financial

Douglas Malan is a financial advisor with LPL Financial in Salem, Illinois, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at National Planning Corporation for 10 years before joining LPL Financial in 2017. Outside of his advisory role, he is also an insurance agent selling fixed insurance through Malan Financial Group and manages a living trust in a fiduciary capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Shawn G

Series 63, Series 65

Salem, IL

Edward Jones

Shawn Garrett is a financial advisor with Edward Jones in Salem, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Serve & Protect Financial of Kinmundy Inc and National Planning Corporation. Outside of his advisory role, he owns and operates Garrett Farm and Kennel, a dog breeding business, and is involved in managing agricultural land and equipment leasing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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