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Lynda Ann Johnson

Marathon Financial Advisors

Pacific Grove, CA

CRD 5286242

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Employer firm

Marathon Financial Advisors CRD 104835

$69.0M regulatory AUM 40 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Marathon Financial Advisors

San Jose, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-22
  • CA RA
    APPROVED
    Since 2025-10-22

Branch Locations

170 17Th St. Suite E, Pacific Grove, CA 93950 • 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
Marathon Financial Advisors Pacific Grove CA 03/1983 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

THE INVESTMENT HOUSE LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

STEVEN PAUL STEINBERG
Anand Alexander Bokde
Susan Lee Kendall

Nearby Offices

THE INVESTMENT HOUSE LLC · PACIFIC GROVE, CA
EDWARD JONES · PACIFIC GROVE, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pacific Grove, CA

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