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Nathan Lloyd Johnson

Envestnet Pmc

Berwyn, PA

Kirkland, WA

CRD 5859372

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Employer firm

Envestnet Pmc CRD 111694

$615B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-11-09
  • WA RA
    APPROVED
    Since 2022-11-09

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Kirkland, WA • 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
Envestnet Asset Management Chicago IL 05/2012 Present
Portfolio Brokerage Services Denver CO 05/2012 12/2019
  • 05/2012 → Present
    Envestnet Asset Management
    Chicago, IL
  • 05/2012 → 12/2019
    Portfolio Brokerage Services
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-18
  • S66 Uniform Combined State Law Examination
    2011-02-18
Other Names
  • Nate L Johnson

View on SEC IAPD

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