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Phillip Eugene Johnson

Investment adviser representative at Rothschild Financial Partners, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Rothschild Financial Partners, LLCMay 2026 to now
  2. Rothschild Investment LLCSep 2023 to now
  3. Rothschild Wealth LLCSep 2018 to now
  4. Halo Securities LLCApr 2016 to Aug 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (IL).

Rothschild Financial Partners, LLC

$0Assets managed
0Clients
6Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2491084
Firm CRD
342696
Advisor's SEC record (opens in a new tab)
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