Johnson Lyman Wealth Advisors

Johnson Lyman Wealth Advisors (CRD# 150150) is a financial advisory firm headquartered in Los Altos, CA. They manage $178,525,677 in 470 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $379,842
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 - 4 of 4 top financial advisors.
1
Jennifer S. Bush
CRD#: 4730785
One First Street, Suite 12, Los Altos, CA 94022
96
Wealthminder
score

Jennifer Bush (CRD# 4730785) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 12 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
Patrick T. Giddens
CRD#: 2065349
One First Street, Suite 12, Los Altos, CA 94022
96
Wealthminder
score

Patrick Giddens (CRD# 2065349) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 26 years of experience in the finance industry. Patrick Giddens 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.

3
Robert A. Lyman
CRD#: 4697601
One First Street, Suite 12, Los Altos, CA 94022
96
Wealthminder
score

Robert Lyman (CRD# 4697601) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has over 13 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.

4
Stephen D. Johnson
CRD#: 2417740
One First Street, Suite 12, Los Altos, CA 94022
90
Wealthminder
score

Stephen Johnson (CRD# 2417740) is an Investment Advisor Representative working at Johnson Lyman Wealth Advisors in Los Altos, CA and has 1 year of experience in the finance industry. Stephen Johnson 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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