Sierra Financial Planning & Asset Management

Sierra Financial Planning & Asset Management (CRD# 125451) is a financial advisory firm headquartered in Roseville, CA. They manage $15,000,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $454,545
Compensation Options
  • Hourly charges
  • 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
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 Sierra Financial Planning & Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Jack I. Johnson
CRD#: 4636720
1380 Lead Hill Blvd. Suite 106, Roseville, CA 95661
96
Wealthminder
score

Jack Johnson (CRD# 4636720) is an Investment Advisor Representative working at Sierra Financial Planning & Asset Management in Roseville, CA and has over 14 years of experience in the finance industry. Jack 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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