# JW Financial Advisors

JW Financial Advisors is a RIA based in Santa Rosa, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Santa Rosa, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://jwfinancial.com

## Regulatory record

- **CRD number:** 143275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143275

## About

JW Financial Advisors helps families and small business owners through a process that aligns their dreams and goals with practical reality. The firm helps identify life goals, translate them into financial goals, create a financial plan to meet those goals, and help clients stay on track. It is a local Santa Rosa firm and Registered Investment Advisor that provides independent guidance and is required by law to put clients' interests first.

## People

- John Kamola
- John Kamola — MBA, CFP®, founder and Registered Investment Advisor

## Questions

### What is the minimum asset threshold for clients of JW Financial Advisors?

No minimum asset threshold is publicly documented. Many RIAs serving high-net-worth individuals set minimums between $500,000 and $5 million, but this firm's specific requirement is unknown.

## Related profiles

- [Invesco Management S.A.](https://altss.com/profile/invesco-management-sa)
- [Quantitative Asset Management, LLC](https://altss.com/profile/quantitative-asset-management-llc)

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Last updated: 2026-08-11T15:07:12.582Z

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