BJ
CFP
BJ
CFP

Brent David Johnson

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

1297 Flynn Rd., Ste. 280, Camarillo, CA, 93012

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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

Brent is an insurance agent selling various life insurance products, dedicating minimal time to this activity. He also manages the day-to-day financials of his parents' family trust and runs Vision Wealth Inc. full-time.

Employment History
Current Registrations
Mutual Advisors, LLC
June 2018 - Present · 7 yrs 8 mos
Mutual Securities, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
LPL Financial LLC
January 2002 - June 2018 · 16 yrs 5 mos
LPL Financial LLCBroker
January 2002 - June 2018 · 16 yrs 5 mos
American Express Financial Advisors INC.Broker
December 1998 - January 2002 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
December 1998 - January 2002 · 3 yrs 1 mo
State Registrations7 states
CACOMDNHORTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.