Aaron JohnsonCRD Number: 5501671
Current Firm: Wealthplan Partners
Aaron Johnson (CRD# 5501671) is an Investment Advisor Representative working at Wealthplan Partners in Corona, CA and has over 8 years of experience in the finance industry.
Rs Crum Inc.
Rs Crum Inc.
Asset Planning, Inc.
|Wealthplan Partners||Omaha, NE||Feb 2016 - Current||< 1|
|Lpl Financial LLC||Corona, CA||Feb 2016 - Current||< 1|
|National Planing Corporation||Corona, CA||Apr 2008 - Feb 2016||7|
|Trilogy Capital, Inc.||Corona, CA||Nov 2015 - Jan 2016||< 1|
|Trilogy Financial Services||Corona, CA||Mar 2008 - Jan 2016||7|
|Archangel Printing||Upland, CA||Aug 2007 - Mar 2008||< 1|
|Pool Chlor||Upland, CA||Aug 2006 - Mar 2008||1|
|University In Spain||Madrid,||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2009|
Total Assets Under Management1,657MILLIONS
Total Number of Accounts12,200ACCOUNTS
Average Account Value$135,789
- 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
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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