Marshall Lee Johnson

Employer firm

Johnson, Marshall, Lee CRD 163134

$6.2K regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 06/2018
  Pacific Mortgage Consultants
  Larkspur, CA
• 06/2018 → 01/2019
  Wells Fargo
  Sarona, WI
• 02/2019 → Present
  Bay Valley Mortgage Group, Inc.
  Sarona, WI
• 03/2013 → Present
  Marshall Lee Johnson
  Sarona, WI

Previous Registrations

• 2010-02-08 → 2011-11-22
  Structured Wealth Management, Inc.
  Toledo, OH

Other Businesses

Bay Valley Mortgage Group, Inc. - I'm a Mortgage Loan Originator with 19 year of experience. I conduct an analysis of customers current mortgage situation and attain mortgage products that are currently available. Explain entire origination process from start to competition. Approximately 25% of my time is spent on mortgage loan origination (couple of hours per day after securities trading hours) The business is not investment-related. Address - W3061 Nelson Road, Sarona, WI 54870. Started with Bay Valley Mortgage Group, Inc. in 02/2019.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-17
• S63 Uniform Securities Agent State Law Examination
  2009-06-08