JL
JL

John Langston

38 Years of Experience
Houston, TX
7 Disclosures

John Langston is a registered investment advisor at Robertson Investment Management, based in Houston, TX, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,143 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$534.1M
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Location

5120 Woodway, Suite 9029, Houston, TX, 77056

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History

Regulatory History (7)
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Judgment / Lien
October 2023
Financial
February 2022
Final
Judgment / Lien
November 2021
Financial
June 2020
Final
Financial
September 2019
Final
Financial
August 2019
Final
Financial
May 2019
Final
Other Business Activities

John works as a financial advisor at Robertson Wealth Management, dedicating full-time hours to working with existing clients and seeking new clients. He uses money management platforms in his advisory role.

Employment History
Current Registrations
Robertson Investment Management
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Network 1 Financial Securities INC.Broker
March 2025 - June 2026 · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - January 2025 · 7 mos
Securities America, INC.Broker
December 2019 - June 2024 · 4 yrs 6 mos
First Allied Advisory Services, INC.
July 2012 - November 2019 · 7 yrs 4 mos
First Allied Securities, INC.
December 2004 - July 2012 · 7 yrs 7 mos
First Allied Securities, INC.Broker
November 2004 - November 2019 · 15 yrs
Nelsonreid, INC.Broker
January 2001 - June 2005 · 4 yrs 5 mos
Dean Witter Reynolds INC.Broker
December 1997 - January 2001 · 3 yrs 1 mo
The O.N. Equity Sales CompanyBroker
March 1993 - December 1998 · 5 yrs 9 mos
American General Securities IncorporatedBroker
October 1990 - October 1991 · 1 yr
Pruco Securities CorporationBroker
April 1985 - February 1989 · 3 yrs 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
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