Kelly Johnson
Investment adviser representative at Charles Schwab Investment Management, Inc
4 yearsExperience
1 stateRegistered in
CFADesignation
$1.7TFirm 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
4 years in the industry.
- Charles Schwab Investment Management, Inc.Dec 2020 to now
- Charles Schwab & Co., Inc.Feb 2020 to Dec 2020
- Charles Schwab Investment Advisory, IncJan 2018 to Dec 2020
- Thomaspartners, Inc.Jun 2017 to Mar 2018
- Windhaven Investment ManagementJun 2017 to Mar 2018
- Charles Schwab & Co., Inc.Feb 2016 to May 2017
- Charles Schwab BankFeb 2016 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab Investment Management, Inc
$1.7TAssets managed
856,597Clients
37Advisers
36 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
- 4431711
- Firm CRD
- 106753