Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Libra Wealth LLC in Boise, ID and has over 16 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 6768948
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Libra Wealth LLC | Boise, ID | May 2021 - Current | 2 |
| Aspen Capital Management | Boise, ID | Jan 2020 - May 2021 | 1 |
| Unemployed | Boise, ID | Nov 2018 - Jan 2020 | 1 |
| Vista Wealth Management, LLC | Palo Alto, CA | Aug 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- ID
- TX
-
Total Assets Under Management407MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$746,567
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, ID, TX
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