Managing Director, Wealth Management · Willis Johnson Wealth
Alexis C. Long
CRD 6383914 · Named on Form ADV at one SEC-registered adviser
At a glance
Willis Johnson Wealth, an SEC-registered wealth manager based in Houston, TX with $1.9 billion in regulatory assets, lists Alexis C. Long on its Form ADV as Managing Director, Wealth Management.
Firms and roles
- Willis Johnson WealthManaging Director, Wealth ManagementWealth manager · Houston, TX · $1.9B in regulatory assets
AtlasMembers
Alexis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alexis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Willis A. JohnsonFounder, Executive Chairman, Chief Financial Officer, Willis Johnson Wealth
- Nicholas JohnsonChief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Willis Johnson Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.