Jack Johnson
Jack Johnson is a CFP-designated registered investment advisor at Sierra Financial Planning & Asset Management, based in Roseville, CA, with 23 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sierra Financial Planning & Asset Management charges flat fees for asset management services, which are negotiated and payable quarterly in advance. There is generally a minimum annual fee of $5,000 for asset management services.
Location
1380 Lead Hill Blvd. Suite 106, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sierra Financial Planning & Asset Management
State Registrations1 state
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
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