Johnson Private Wealth Management, LLC
Johnson Private Wealth Management, LLC (CRD# 169413) is a financial advisory firm headquartered in , . They manage $16,205,000 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$279,397
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Machonga (CRD# 1144638) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Chicago, IL and has over 34 years of experience in the finance industry. John Machonga 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.
Barbara Johnson (CRD# 5335198) is an Investment Advisor Representative working at Johnson Private Wealth Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.