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Jack Irving Johnson

Sierra Financial Planning & Asset Management

Roseville, CA

CRD 4636720

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Employer firm

Sierra Financial Planning & Asset Management CRD 125451

$25.6M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sierra Financial Planning & Asset Management

1380 Lead Hill Blvd., Suite 106, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-22
  • CA RA
    APPROVED
    Since 2025-04-22

Branch Locations

1380 Lead Hill Blvd. Suite 106, Roseville, CA 95661 • 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
Sierra Financial Planning & Asset Management Roseville CA 01/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-26
  • S65 Uniform Investment Adviser Law Examination
    2002-08-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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Nearby Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA

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