Matthew Johnson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 02/2018 → 06/2018
  Unemployed
  College Station, TX
• 12/2017 → 02/2018
  Favor
  Austin, TX
• 08/2017 → 12/2017
  Unemployed
  College Station, TX
• 06/2017 → 08/2017
  Retail Merchandise Solutions
  Livermore, CA
• 05/2017 → 07/2017
  Kindred Pest Control
  College Station, TX
• 08/2013 → 05/2017
  Texas A&M University
  College Station, TX
• 07/2018 → 10/2018
  Axa Advisors, Llc/49 Financial
  Austin, TX
• 11/2018 → 11/2020
  Charles Schwab & Co., Inc.
  Austin, TX
• 12/2020 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 02/2022 → 04/2024
  Sage Advisory Services, Ltd Co.
  Austin, TX
• 08/2024 → Present
  Ameriprise Financial Services, Llc
  Little Rock, AR
• 04/2024 → 08/2024
  Unemployed
  Texarkana, TX

Previous Registrations

• 2022-02-17 → 2024-07-29
  Sage Advisory Services Ltd Co
  Austin, TX
• 2021-01-04 → 2022-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  New York, NY
• 2018-12-20 → 2020-11-26
  Charles Schwab & Co., Inc.
  Austin, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-28
• S66 Uniform Combined State Law Examination
  2018-07-16

Other Names

• Matt Johnson
• Matthew Johnson
• Matthew Robert Johnson