Stacy JohnsonCRD Number: 6006926
Current Firm: Strategic Advisers, Inc.
Stacy Johnson (CRD# 6006926) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jun 2013 - Current||4|
|E*trade Securities LLC||Sandy, UT||Dec 2011 - Jun 2013||1|
|Steven Henegers College||Salt Lake City, UT||Feb 2009 - Jun 2013||4|
|Unemployed||Taylorsville, UT||May 2011 - Dec 2011||< 1|
|Discover Financial Services||Salt Lake City, UT||Nov 2008 - May 2011||2|
|Unemployed||Salt Lake City, UT||Jun 2007 - Nov 2008||1|
|Primerica||Bountiful, UT||Dec 2006 - Jun 2007||< 1|
|Radioshack Sck||Salt Lake City, UT||Jun 2006 - Feb 2007||< 1|
|Colorado Tech University||Online/ Layton, UT||Apr 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops