Jason Johnson, financial advisor Santa Rosa CA

Jason Johnson

CRD Number: 6337158
Current Firm: Mariner Independent

Jason Johnson (CRD# 6337158) is an Investment Advisor Representative working at Mariner Independent in Santa Rosa, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Santa Rosa, CA Oct 2019 - Current 4
Mariner Independent Advisor Network, LLC Sacramento, CA Oct 2019 - Current 4
Wells Fargo Clearing Services, LLC Santa Rosa, CA Dec 2017 - Oct 2019 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2017 2
Morgan Stanley Santa Rosa, CA May 2014 - Dec 2017 3
Self Employed Spanish Court Translator Eugene, OR May 2000 - Apr 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jason B. Johnson
Phone Number: 650-571-1934
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,147
    MILLIONS
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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