Gregory JohnsonCRD Number: 2835333
Current Firm: Multnomah Group, Inc.
Gregory Johnson (CRD# 2835333) is an Investment Advisor Representative working at Multnomah Group, Inc. in Centennial, CO and has over 23 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Multnomah Group, Inc.||Portland, OR||Jan 2020 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Jan 1999 - Dec 2019||20|
|Tiaa||Denver, CO||Jan 1999 - Dec 2019||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management1,305MILLIONS
Total Number of Accounts306ACCOUNTS
Average Account Value$4,264,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NY, OR, TX, WA
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