Sierra Financial Planning & Asset Management

Sierra Financial Planning & Asset Management (CRD# 125451) is a financial advisory firm headquartered in Roseville, CA. They manage $22,784,424 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1380 Lead Hill Blvd.,, Suite 106, Roseville, CA 95661
http://sfplan.com/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $712,013
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sierra Financial Planning & Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Jack Johnson, financial advisor Roseville CA
Jack I. Johnson
CRD#: 4636720
1380 Lead Hill Blvd. Suite 106, Roseville, CA 95661

Jack Johnson (CRD# 4636720) is an Investment Advisor Representative working at Sierra Financial Planning & Asset Management in Roseville, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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