Donald JohnsonCRD Number: 6139838
Current Firm: Beacon Pointe Wealth Advisors, LLC
Donald Johnson (CRD# 6139838) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Beacon Pointe Wealth Advisors, LLC||San Jose, CA||Feb 2014 - Current||3|
|Opes Advisors||Palo Alto, CA||Jun 2012 - Feb 2014||1|
|Unemployed||Mountain View, CA||Apr 2012 - May 2012||< 1|
|Yamate Gakuin||Yokohama,||Apr 2009 - Mar 2012||2|
|Interac||Yokosuka,||Sep 2008 - Mar 2009||< 1|
|Unemployed||Tsurumi,||Jan 2008 - Aug 2008||< 1|
|Saiko Bakery||Seattle, WA||Jun 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management1,414MILLIONS
Total Number of Accounts4,909ACCOUNTS
Average Account Value$288,119
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IA, IL, MA, ME, MN, MT, ND, NE, NH, NV, PA, SD, TX, VT, WA
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