Advisor at JW Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JW Financial Advisors, LLC
Location
Santa Rosa, CA
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
John Kamola is a CFP® professional with 22 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also maintains insurance licenses, actively working in insurance services. His prior experience includes roles at Castleworth Insurance & Financial Services, LLC, and Soward Insurance Services. JW Financial Advisors, LLC provides investment advisory and financial planning services to individual clients, managing approximately $12.45 million across about 24 client relationships. The firm offers tailored investment strategies documented in Investment Policy Statements and conducts quarterly account reviews, operating with a small client roster and a focus on both discretionary and non-discretionary portfolio management.
Negotiable fixed fee for financial planning up to $4,000
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$300 per hour for financial planning
Fee-only: Financial planning fixed fee up to $4,000; hourly fee $300 per hour
Santa Rosa, CA
California
JW Financial Advisors, LLC
2007 - Present (19 years)
Castleworth Insurance & Financial Services, LLC
2005 - Present (21 years)
Soward Insurance Services
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Santa Rosa, CA
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CFP®, Series 66
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CFP®, Series 63
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Gemmer, Robert Arden
Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Series 63, Series 65
Sonoma, CA
Magnum Financial
Series 65
Santa Rosa, CA
Janian Investment Advisers, LLC
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