Julie Johnson
Investment adviser representative at Northwest Asset Management
18 yearsExperience
1 stateRegistered in
CFADesignation
$4.1BFirm assets
Are you Julie Johnson? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Northwest Asset ManagementFeb 2026 to now
- Nia Impact Capital, LLCOct 2023 to Feb 2026
- UnemployedJan 2023 to Sep 2023
- Reynders, Mcveigh Capital Management, LLCFeb 2008 to Dec 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 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
- 4541632
- Firm CRD
- 147923