Marcus F. Johnson
Investment adviser representative at Johnson Financial Advisors
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$301MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Johnson Financial AdvisorsFeb 2012 to now
- Securities America, IncJul 2010 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Johnson Financial Advisors
Legal name: Philip O. Johnson & Company, Ltd.
$301MAssets managed
297Clients
2Advisers
8 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
- 5795303
- Firm CRD
- 104621