Matthew Robert Johnson
Investment adviser representative at Corient
21 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$165.3BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
21 years in the industry.
- CorientJan 2024 to now
- Corient Services LLCJan 2024 to now
- LPL Financial LLCJun 2017 to Jan 2024
- Zions Direct, Inc.Jan 2014 to May 2017
- Zions Bancorporation - Contango Capital AdvisorsMay 2005 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn 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
- 3095459
- Firm CRD
- 319448