Bradley Duane Johnson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/1998 → Present
  New York Life Ins.
  Oxnard, CA
• 09/1998 → Present
  Nylife Securities Inc.
  Oxnard, CA
• 03/2010 → Present
  Central Coast Visionary Insurance & Financial Services Llc.
  Santa Maria, CA
• 07/2016 → Present
  Eagle Strategies, Llc
  Westlake Village, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; DBA CENTRAL COAST VISIONARY INSURANCE & FINANCIAL SERVICES LLC; START DATE 03/2010] [RENTAL PROPERTIES; START DATE: 12/2004; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS/WEEK] [SANTA MARIA FAIRWAY PINES HOME OWNERS ASSOCIATION; 2640 INDUSTRIAL PARKWAY #100, SANTA MARIA, CA 93455; BOARD MEMBER; NO COMPENSATION] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave. New York, NY 10010; Start Date 01/2011; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-05

Designations

• Certified Financial Planner

Other Names

• Bradley Johnson