John Kamola
John Kamola is a CFP-designated registered investment advisor at Jw Financial Advisors, LLC, based in Santa Rosa, CA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Santa Rosa, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John works as an insurance agent, focusing on LTC, DI, health, P&C, and life insurance, dedicating about a quarter of his time. He also uses the DBAs Teachers Retirement Services and JW Financial in his retirement planning work with teachers, but these DBAs are not related to his work with Auto Transport Group.
Employment History
Current Registrations
Jw Financial Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Safeco Investment Services, INC.
State Registrations1 state
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.