Johan Scholdstrom, financial advisor Malvern PA

Johan Scholdstrom

CRD Number: 2110071
Current Firm: Commonwealth Financial Network

Johan Scholdstrom (CRD# 2110071) is an Investment Advisor Representative working at Commonwealth Financial Network in Malvern, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2007 - Current 16
Insurance & Investment Strategies Paoli, PA Jul 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
Contact Info for Johan W. Scholdstrom
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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