Nathan Thomas Johnson
Investment adviser representative at Moffatt Financial Strategies
10 yearsExperience
2 statesRegistered in
$117.1MFirm assets
Under 1 yearFirm 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 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
Experience
10 years in the industry.
- Moffatt Financial StrategiesAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Charles Schwab & Co.Aug 2020 to May 2025
- TD AmeritradeAug 2020 to Jun 2024
- Mutual of America Financial GroupFeb 2020 to Aug 2020
- UnemployedAug 2019 to Feb 2020
- Edward JonesMar 2018 to Aug 2019
- Stonegate Capital PartnersNov 2017 to Mar 2018
- The North FaceOct 2016 to Dec 2016
- Unemployed/studentAug 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Moffatt Financial Strategies
Legal name: 818 Wealth, LLC
$117.1MAssets managed
181Clients
3Advisers
Under 1 yearIn 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
- 6937298
- Firm CRD
- 335975