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- Custodian
- Altruist · Pershing
- Clients
- Retail
- Platforms
- Focus vertexNorth wave +more
- Established Date
- 07-25-2007
- Office Locations
- 1
Office Locations
About JW Financial Advisors, LLC
JW Financial Advisors is a Santa Rosa, CA registered investment adviser serving families and small business owners with goals-based financial planning, including retirement and 401(k) guidance and education planning. Founder John Kamola, MBA, CFP, follows the CFP Board’s six-step planning process and emphasizes independent, fiduciary advice. Portfolios are implemented with diversified public funds, including ETFs, via custodians such as Altruist and Pershing.
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Owner & Executives
JOHN W KAMOLA
Financial Advisor, General Partner, Managing Member
- CRD
- #4519980
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,688,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,688,467 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,688,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,006,075,825 | 38.5% |
| Equity - Exchange | $3,427,707,239 | 43.9% |
| Cash | $1,374,206,091 | 17.6% |
| Total | $7,807,989,155 | 100.0% |