EJ
CFP
EJ
CFP

Edward Johnson

33 Years of Experience
Glendale, CA
BrokerSells Insurance

Edward Johnson is a CFP-designated registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 33 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

  • Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
One-Time Plan:$1,500 - $9,500
Hourly Rate:$75 - $250/hr
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Location

700 N Brand Blvd, Suite #640, Glendale, CA, 91203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward is a registered investment advisor with California Financial Partners, Inc. and is involved in non-variable insurance sales, dedicating minimal time to it.

Employment History
Current Registrations
California Financial Partners, INC.
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLC
February 2004 - Present · 22 yrs 3 mos
LPL Financial LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
California Financial Partners
January 2016 - September 2023 · 7 yrs 8 mos
California Financial Partners
November 2006 - December 2015 · 9 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
July 1998 - January 2002 · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
December 1992 - February 2004 · 11 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
December 1992 - December 1996 · 4 yrs
State Registrations14 states
AZCACOGAIDKSMAMTNVORTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.