Gene Johnson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 04/2018 → 06/2024
  Td Ameritrade, Inc.
  Westlake, TX
• 04/2015 → 02/2018
  Grubbs Infiniti
  Grapevine, TX
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Other Businesses

Name: Online Retail Sales, Role: Owner, Type: Other, Start Date: 11/11/2021, Investment Related?: No, Address: 5204 Fallen Leaf St, Fort Worth, TX 76179, Number of Hours/Mo: 20, Duties: Running the complete online resale business primarily on Ebay.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-12
• S63 Uniform Securities Agent State Law Examination
  2018-05-25

Other Names

• Gene Johnson
• Johnson Gene
• Gene O' Brien Johnson