David Johnston is a CFP-designated registered investment advisor, based in Flemington, NJ, with 29 years of industry experience.
Location
56 Main Street, Flemington, NJ, 08822
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an Investment Advisor Representative (IAR) with Bleakley Financial Group, doing business as Amwell Ridge Wealth Management, and provides fixed insurance advice. He also works as an adjunct professor teaching insurance planning at the College of New Jersey and serves on the board of directors for both the Stanton Ridge Golf and Country Club and the College of New Jersey Foundation.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
NFP Securities, INC.
NFP Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations14 states
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