Johnson Lyman Wealth Advisors

Johnson Lyman Wealth Advisors (CRD# 150150) is a financial advisory firm headquartered in Los Altos, CA. They manage $109,384,063 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $2,232,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Johnson Lyman Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer S. Bush
CRD#: 4730785
4966 El Camino Real, Suite 109, Los Altos, CA 94022

Jennifer Bush (CRD# 4730785) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 16 years of experience in the finance industry. Jennifer Bush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert A. Lyman
CRD#: 4697601
4966 El Camino Real, Suite 109, Los Altos, CA 94022

Robert Lyman (CRD# 4697601) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 17 years of experience in the finance industry. Robert Lyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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