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Rachael Marie Johnson

Bernard & Johnson Family Wealth Management

Pasadena, CA

CRD 4343749

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Employer firm

Bernard & Johnson Family Wealth Management CRD 283871

$113M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bernard & Johnson Family Wealth Management

201 S. Lake Avenue Suite 502, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-07-01
  • CA RA
    APPROVED
    Since 2016-07-01

Branch Locations

201 S. Lake Avenue Suite 502, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bernard & Johnson, Llc Pasadena CA 06/2016 Present
  • 06/2016 → Present
    Bernard & Johnson, Llc
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-22
  • S66 Uniform Combined State Law Examination
    2001-03-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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