Matthew Johnson, financial advisor Unit 616 CA

Matthew Johnson

CRD Number: 3242623
Current Firm: Marathon Financial Advisors

Matthew Johnson (CRD# 3242623) is an Investment Advisor Representative working at Marathon Financial Advisors in Unit 616, CA and has over 23 years of experience in the finance industry.

Company Name Location Dates Years
Marathon Financial Advisors San Jose, CA Apr 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Matthew M. Johnson
Phone Number: 408-828-7942
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,668,686
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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