John Edward Wilhoit

Current Employers

Employment History

• 01/2016 → 09/2016
  Nfp Advisor Services, Llc
  New York, NY
• 10/2014 → 10/2017
  Aggregate Retirement Services, Inc.
  Elmhurst, NY
• 04/2016 → 06/2021
  Kestra Financial Services
  Austin, TX
• 07/2021 → 05/2026
  Cah Advisors, Llc
  Houston, TX
• 06/2021 → 05/2026
  Cah Advisors, Llc
  Houston, TX
• 01/2016 → 06/2021
  Willis Towers Watson
  New York, NY
• 05/2016 → 07/2021
  Kestra Advisory Services
  New York, NY
• 07/2021 → 05/2026
  Cah Advisors, Llc
  Birmingham, AL
• 06/2021 → 05/2026
  Cah Advisors, Llc
  Birmingham, AL
• 05/2026 → Present
  The Baldwin Group Wealth Advisors
  Tampa, FL
• 08/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2021-11-19 → 2026-05-06
  Cah Advisors, Llc
  Birmingham, AL
  Houston, TX
• 2016-05-02 → 2021-07-20
  Kestra Advisory Services, Llc
  New York, NY
• 2016-01-04 → 2016-09-22
  Kestra Investment Services, Llc
  Ny, NY
  Austin, TX
  Houston, TX

Other Businesses

1.) THE BALDWIN GROUP - 5/7/26 - 5151 San Felipe, Suite 2400, Houston, TX 77056 - Advisor, Consulting for retirement/wealth management clients, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 5/7/26 - 5151 San Felipe, Suite 2400, Houston, TX 77056 - 401k plan consultant, Production for security 401k advisory business, Invt Rel, RA business, 180 hrs/mo;180 hrs/mo (during trading hours). 3.) The Leaders Group, Inc.-Simplicity Investments 8/2026 475 Springfield Ave., Summit, NJ 07901-RR Registered Representative, Invt Rel, BD business, 20 hrs/mo; 20 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-11
• S65 Uniform Investment Adviser Law Examination
  2003-10-07

Other Names

• John E Wilhoit
• John E Wilhoit
• John Edward Wilhoit