John Chatmas

from Intelligent Wealth Solutions LLC
SEC regulated
Regulated Investment Advisor
John Chatmas is a financial advisor based in Texas, Austin, with 33 years of experience. John currently works for Intelligent Wealth Solutions LLC. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Chatmas works at Intelligent Wealth Solutions LLC
Intelligent Wealth Solutions LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $99,799,399 of assets under management and employs about 2 people. Intelligent Wealth Solutions LLC uses a fee structure of a percentage of assets under your management and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management and commissions
Office location
2700 Via Fortuna, Suite 100, Austin, Texas, 78746

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