Eric Richard Johnson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2010 → 08/2020
  Fidelity Investments
  Austin, TX
• 07/2018 → 08/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2020 → Present
  Charles Schwab & Co., Inc.
  Georgetown, TX

Previous Registrations

• 2018-07-13 → 2020-09-01
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-04-05 → 2018-07-13
  Strategic Advisers Llc
  Austin, TX
  Austin, TX
• 2009-11-03 → 2010-06-28
  New England Securities
  Austin, TX
• 2007-11-07 → 2008-09-05
  Edward Jones
  Round Rock, TX
  St Louis, MO
  Round Rock, TX

Other Businesses

1) Brown Cow Properties, LLC | Investment Related:No|124 Hazeltine Dr|Georgetown|TX|78628|USA|Real Estate (Non-Agent/Broker)|Member|10/1/2019|Less than 20|0|The LLC holds a condo in Florida that is rented out on short term rentals. We have a property management company that handles reservations and all maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-25

Designations

• Certified Financial Planner

Other Names

• Eric Johnson