Beth Ann Johnson
Investment adviser representative at Worth Asset Management
15 yearsExperience
1 stateRegistered in
$288.2MFirm assets
5 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Worth Financial Group, Inc.Mar 2020 to now
- Worth Asset ManagementFeb 2020 to now
- UnemployedJul 2019 to Feb 2020
- City National BankJun 2018 to Jul 2019
- RBC Capital Markets, LLC.May 2018 to Jul 2019
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2018
- Morgan Stanley Smith BarneyJul 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Worth Asset Management
Legal name: Worth Asset Management, LLC
$288.2MAssets managed
333Clients
10Advisers
5 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
- 5449450
- Firm CRD
- 166970