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Matthew Michael Johnson

Marathon Financial Advisors

Unit 616, CA

CRD 3242623

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Employer firm

Marathon Financial Advisors CRD 104835

$69.0M regulatory AUM 40 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Marathon Financial Advisors

San Jose, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

Branch Locations

Unit 616, CA • 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
Marathon Financial Advisors San Jose CA 04/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-20
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2012-07-20
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Other Names
  • Matthew M Johnson

View on SEC IAPD

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