Matthew Robert Johnson

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2005 → 05/2017
  Zions Bancorporation - Contango Capital Advisors
  Salt Lake City, UT
• 01/2014 → 05/2017
  Zions Direct, Inc.
  Salt Lake City, UT
• 06/2017 → 01/2024
  Lpl Financial Llc
  Salt Lake City, UT
• 01/2024 → Present
  Corient
  Salt Lake City, UT
• 01/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2017-06-07 → 2024-01-31
  Lpl Financial Llc
  Salt Lake City, UT
  West Jordan, UT
  Morgan, UT
• 2005-06-09 → 2017-06-07
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2004-03-09 → 2005-12-31
  Guardian Capital Management, Llc
  Payson, UT
• 2004-01-27 → 2004-03-09
  First Financial Advisors
  Orem, UT
• 2000-02-10 → 2003-02-26
  Charles Schwab & Co., Inc.
  Provo, UT

Other Businesses

Name of Business: Bonneville Subway/Foods Investment-related: No Address: Southeast Idaho Nature of Business: Subway Sandwich franchises Position: Passive Owner Start date: 2018 Hours/Month: 0 Hours/Month During Security Trading Hours: 0 Duties: None - Passive minority interest Name of Business: Golgi Apparatus Investment-related: Yes Address: Manuel Antonio, Costa Rica Nature of Business: Rental Property Position: Owner Start date: 2023 Hours/Month: 0 Hours/Month During Security Trading Hours: 0 Duties: None

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-06
• S65 Uniform Investment Adviser Law Examination
  1999-12-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst