MJ
MJ

Matthew Johnson

14 Years of Experience
Omaha, NE
Broker

Matthew Johnson is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 14 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

450 Regency Parkway, Suite 400, Omaha, NE, 68114

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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

Matthew is the President of the Board of Directors for Omaha NW Rotary Foundation Inc and President of Sons of Norway, Elveby Lodge, Omaha, dedicating a few hours per week to each. He is also a Director for Nebraska Masonic Endowment Fund, spending minimal time per year.

Employment History
Current Registrations
D.A. Davidson & CO.
August 2016 - Present · 9 yrs 9 mos
D.A. Davidson & CO.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Smith Hayes Advisers INC
January 2012 - July 2016 · 4 yrs 6 mos
Smith Hayes Financial Services CorporationBroker
December 2011 - July 2016 · 4 yrs 7 mos
State Registrations38 states
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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.
Matthew Johnson - Financial Advisor | TrueAdvisor