Matthew Henry Johnson

Employer firm

Defining Legacy Advisors CRD 299537

$13.6M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2010 → 08/2018
  Morton Wealth Management Llc
  Greensboro, NC
• 10/2018 → Present
  Defining Legacy Financial Advisors Llc
  Greensboro, NC

Previous Registrations

• 2011-03-01 → 2018-12-05
  Morton Wealth Management Llc
  Greensboro, NC
• 2009-10-27 → 2010-11-19
  Thrivent Investment Management Inc.
  Howey In The Hills, FL
  Kernersville, NC
• 2008-09-08 → 2009-10-09
  First Command Brokerage Services, Inc.
  Mooresville, NC
  Fayetteville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-05
• S63 Uniform Securities Agent State Law Examination
  2008-08-26

Designations

• Certified Financial Planner

Other Names

• Matt Johnson