Julie Johnson, financial advisor Newport Beach CA
93 score

Julie Johnson

CRD Number: 4456664
Current Firm: Beacon Pointe Advisors, LLC

Julie Johnson (CRD# 4456664) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Insurance Services, LLC Newport Beach, CA May 2012 - Current 4
Beacon Pointe Advisors, LLC Newport Beach, CA Sep 2010 - Current 6
Purshe Kaplan Sterling Investments Albany, NY Apr 2011 - Dec 2012 1
Unemployed Oceanside, CA Feb 2009 - Oct 2010 1
Elite Marketing Oceanside, CA Oct 2009 - Sep 2010 < 1
Aig Sunamerica Capital Services, Inc. Woodland Hills, CA Aug 2007 - Feb 2009 1
Aig Sunamerica Woodland Hills, CA Jul 2007 - Feb 2009 1
Metlife Investors Irvine, CA May 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Julie L. Johnson
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,538
    MILLIONS
  • Total Number of Accounts
    5,339
    ACCOUNTS
  • Average Account Value
    $1,411,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, 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, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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