Sign in

You're signed outSign in or to get full access.

NJ

Nick Johnson

President and Chief Investment Officer, Shareholder at Willis Johnson & Associates, Inc.

Houston, TX , United States

About

Nick Johnson, CFA®, CFP®, is President and Chief Investment Officer at Willis Johnson & Associates in Houston, TX, where he leads the firm's Investment Committee and is responsible for overseeing asset allocation, investment strategy, and security selection. His role emphasizes serving corporate professionals and executives, particularly those from Houston’s oil and gas sector, optimizing their wealth through personalized financial planning and investment management.

Nick's investment expertise covers a diverse array of asset classes including equities, fixed income, and alternative investments, with a focus on designing strategies tailored for corporate benefit optimization and retirement planning for clients from companies like Shell, Chevron, and BP. As CIO, he has led the firm through a strategic overhaul in portfolio management, contributing to the firm's growth past the $1 billion AUM/AUA milestone.

Having earned a Bachelor of Science in Finance and Drama with a minor in Economics from Trinity University, Nick blends strong analytical skills with a passion for client relationships and educational initiatives. He is recognized for his commitment to lifelong learning, mentorship, and his involvement as an adjunct professor at the University of Houston Bauer College of Business, further elevating the standards of wealth management in the region.

Career History

OrganizationRoleDate RangeDetails
Willis Johnson & AssociatesPresident and Chief Investment Officer, ShareholderSep 2024 to Present
Willis Johnson & AssociatesPresident and ShareholderJan 2020 to Present
Willis Johnson & AssociatesVice President - Senior Wealth ManagerNov 2013 to Jan 2020
The Senior Wealth Manager is responsible for leading client cases while supervising the development of an Associate Wealth Manager. They will prepare client financial plans and maintain all communica...
Willis Johnson & AssociatesWealth ManagerOct 2011 to Nov 2013
The Wealth Manager is responsible for leading select client cases independently of Senior Wealth Manager. They will prepare client financial plans and maintain all communication and correspondence wi...
Willis Johnson & AssociatesInvestment AnalystMay 2009 to Oct 2011
• Researched mutual funds and ETFs • Tracked investment returns • Traded large blocks of client accounts
University of HoustonAdjunct Professor Of FinanceJul 2017 to May 2025

Education

Trinity University

Bachelor of Science, Finance; Drama; minor in Economics

2005 2009

Skills & Expertise

Chartered Financial Analyst
Series 63
Series 66
Series 7
Texas Life & Health Insurance

Others at Willis Johnson & Associates, Inc. (3)

NameRoleLocation
Bob Lowerre
Bob Lowerre
Portfolio ManagerHouston, TX , United States
Lucy Gift
Lucy Gift
Sr. TraderHouston, TX , United States
Xianyuan H.
Xianyuan H.
Investment AnalystHouston, TX , United States

Similar Fund Managers

NameRoleFundLocation
B
Brian Bova
PrincipalInscription Capital, LLCHouston, TX , United States
M
Marc Forn Canabate
Senior AnalystInscription Capital, LLCHouston, TX , United States
Brian Raupp
Brian Raupp
Portfolio Management and TradingCorda Investment Management, LLC.Houston, TX , United States
John Schloegel
John Schloegel
Portfolio ManagerCorda Investment Management, LLC.Houston, TX , United States
Christian Roberts
Christian Roberts
Investment AnalystTectonic Advisors LLCDallas, TX , United States
Grant Ball
Grant Ball
Portfolio ManagerFinancial Synergies Wealth Advisors, Inc.Houston, TX , United States
Mike Minter
Mike Minter
Chief Investment Officer | Managing PartnerFinancial Synergies Wealth Advisors, Inc.Houston, TX , United States