Jacob Johnson
Investment adviser representative at Compass Financial Management LLC
12 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Compass Financial Management LLCDec 2025 to now
- Roadmap TaxAug 2025 to now
- U. S. NavyJul 2014 to Jul 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 8200398
- Firm CRD
- 156345