John Chatmas has been CEO of Intelligent Wealth Solutions since March 2019, is a control person of the firm and directly owns under 5% of it.
Intelligent Wealth Solutions LLC is an Austin, TX firm with $961M under management, 3,156 clients and 6 advisers across 2 offices, as of its September 2026 filing.
John Chatmas’ longest registration is the current one, 15 years at Waterloo Capital since 2011. Before joining Intelligent Wealth Solutions in 2019, John Chatmas was registered through NFP Securities, Inc. and Morgan Keegan & Company, Inc.
- – present · 7 yearsAustin, TX · Adviser representative · Firm CRD 300403
- Waterloo CapitalAlso current– present · 15 yearsAustin, TX · Adviser representative · Firm CRD 133705
- NFP Securities, Inc.– · 3 yearsAustin, TX · Adviser representative · Firm CRD 42046
- Morgan Keegan & Company, Inc.– · 6 yearsAustin, TX · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
John Chatmas is registered as an investment adviser representative in Texas, since January 2011.
- TexasSince 12 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 7 April 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 1994 |
| Series 7 | General Securities Representative Examination | 28 May 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 February 1992 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Thomas Chatmas
- CRD
- 2208046
- Firm
- Intelligent Wealth Solutions · CRD 300403
- Role
- CEO
- Office
- 2801 VIA FORTUNA, SUITE 250, Austin, TX 78746
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does John Chatmas work?
John Chatmas has been CEO of Intelligent Wealth Solutions LLC since March 2019, and is a control person of the firm.
Is John Chatmas a financial advisor?
Yes. John Chatmas has a current investment-adviser registration in Texas, through Intelligent Wealth Solutions since April 2019.
How many years of experience does John Chatmas have?
John Chatmas has 25 years in the financial industry, since April 2001, across 4 adviser firms.
What exams has John Chatmas passed?
John Chatmas has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 31. The earliest, the Series 63, was passed in February 1992.
Where did John Chatmas work before Intelligent Wealth Solutions?
Before Intelligent Wealth Solutions, John Chatmas was registered through NFP Securities, Inc., November 2007 to January 2011; Morgan Keegan & Company, Inc., March 2001 to December 2007.
Where is John Chatmas based?
John Chatmas’ registered office is in Austin, TX.
Is John Chatmas registered with FINRA?
No. John Chatmas has no current broker registration.
How can I verify John Chatmas’ record?
Search CRD 2208046 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Chatmas’ full registration record.
- Gery SadzewiczChief Compliance Officer
- Bennett WoodwardMember