Matthew Johnson, financial advisor Greensboro NC
96 score

Matthew Johnson

CRD Number: 5484106
Current Firm: Morton Wealth Management LLC

Matthew Johnson (CRD# 5484106) is an Investment Advisor Representative working at Morton Wealth Management LLC in Greensboro, NC and has over 8 years of experience in the finance industry. Matthew Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morton Wealth Management LLC Greensboro, NC Nov 2010 - Current 6
Thrivent Financial For Lutherans Appleton, WI Nov 2009 - Nov 2010 1
Thrivent Investment Management Inc. Kernersville, NC Oct 2009 - Nov 2010 1
First Command Financial Services Inc. Mooresville, NC Jan 2008 - Oct 2009 1
First Command Financial Planning Mooresville, NC Jan 2008 - Aug 2008 < 1
Unemployed Unemployed, NC May 2007 - Jan 2008 < 1
Wofford College Spartanburg, SC Aug 2003 - May 2007 3
Partners For Active Living Spartanburg, SC May 2006 - Aug 2006 < 1
Pranzas Restaurant Spartanburg, SC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Matthew H. Johnson
Phone Number: 336-294-8585
Firm Website: http://www.mortonwm.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    885
    ACCOUNTS
  • Average Account Value
    $363,564
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, NC, NH, SC

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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