Jordan Johal

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

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

• 08/2018 → 11/2024
  Liberty Wealth Management, Llc
  Oakland, CA
• 08/2014 → Present
  Golden State Auto Group, Llc
  Vallejo, CA
• 05/2015 → 06/2017
  Bank Of England
  Concord, CA
• 08/2014 → 08/2018
  Liberty Group, Llc
  Oakland, CA
• 11/2024 → Present
  Liberty Wealth Management, Llc
  Oakland, CA

Other Businesses

Name of outside business or organization: Golden State Auto Group, LLC Address: 875 Nimitz Ave. St 3. Vallejo, CA. 94592 Title: Co-owner Description of outside business or organization: Non-investment-related auto wholesaler. Description of duties or responsibilities: Buy and sell automobiles. Start date: 08/2014 Hours devoted to OBA monthly: 0 hours during trading hours / 2 hours during non-trading hours Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 07/2022 Hours devoted to OBA monthly: 2 hours during trading hours / 0 hours during non-trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-19

Other Names

• Jordan S Johal