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John Haden Werhan

Earned Wealth Advisors, LLC

Walnut Creek, CA

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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-01-03
CA RA APPROVED 2000-02-22
  • TX RA
    APPROVED
    Since 2017-01-03
  • CA RA
    APPROVED
    Since 2000-02-22

Branch Locations

165 Lennon Ln, Ste 200, Walnut Creek, CA 94598 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomas, Doll & Company, Cpas, A Prof Corp Walnut Creek CA 10/1998 Present
Pensionone Advisors, Inc. Walnut Creek CA 07/2004 Present
Capital Performance Advisors Llp Walnut Creek CA 07/2007 01/2025
Twd Payroll, Inc. Walnut Creek CA 07/2014 Present
Earned Wealth Walnut Creek CA 08/2024 01/2025
Earned Wealth Advisors, Llc Walnut Creek CA 01/2025 Present
  • 10/1998 → Present
    Thomas, Doll & Company, Cpas, A Prof Corp
    Walnut Creek, CA
  • 07/2004 → Present
    Pensionone Advisors, Inc.
    Walnut Creek, CA
  • 07/2007 → 01/2025
    Capital Performance Advisors Llp
    Walnut Creek, CA
  • 07/2014 → Present
    Twd Payroll, Inc.
    Walnut Creek, CA
  • 08/2024 → 01/2025
    Earned Wealth
    Walnut Creek, CA
  • 01/2025 → Present
    Earned Wealth Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2024-08-01 → 2025-01-04
    Earned Wealth
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-01
  • S65 Uniform Investment Adviser Law Examination
    2000-02-01
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.

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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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