SJ
CFP
SJ
CFP

Steven Johnson

23 Years of Experience
Mandeville, LA
Broker

Steven Johnson is a CFP-designated registered investment advisor, based in Mandeville, LA, with 23 years of industry experience.

Location

1127 N Causeway Blvd, Mandeville, LA, 70471

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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 Activities

Steven is a managing member and enrolled agent at Johnson Financial, LLC, providing tax preparation services and operating as a DBA for his investment business, dedicating nearly full-time hours to this since 2007. He also owns a short-term vacation rental property in Santa Rosa Beach, FL, spending minimal time on it since 2020.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2021 - Present · 4 yrs 9 mos
Cetera Financial Specialists LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Avantax Advisory Services
February 2007 - August 2021 · 14 yrs 6 mos
Avantax Investment Services, INC.Broker
February 2003 - August 2021 · 18 yrs 6 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAIDINLAMAMDMIMNMOMSNCNMNVNYOHOKORPARISCTNTXUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Johnson - Financial Advisor | TrueAdvisor