Johanna Falkowitz (CRD# 4033922) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Scotch Plains, NJ and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Scotch Plains, NJ | Aug 2022 - Current | 1 |
| Virtus Investment Partners | Scotch Plains, NJ | Jul 2022 - Current | 1 |
| Franklin Distributors, LLC | New York, NY | Jul 2021 - Jul 2022 | 1 |
| Franklin Templeton Financial Services Corp. | New York, NY | Feb 2019 - Jul 2021 | 2 |
| Franklin Templeton Distributors Inc. | St. Petersburg, FL | Aug 2008 - Jul 2021 | 12 |
| Templeton Franklin Investment Services Inc. | New York, NY | Aug 2008 - Jul 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
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Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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