Johnny Juan is a registered investment advisor, based in Charlotte, NC, with 7 years of industry experience.
Location
214 N Tryon St, Fl 46, Charlotte, NC, 28202
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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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Johnny is the head coach for the Charlotte Independence Soccer Club, coaching high school-aged boys since 2021. He spends about 10-20% of his time developing their soccer skills and tactical awareness.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Truist Advisory Services, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2019 - November 2022 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2019 - November 2022 · 3 yrs 10 mos
State Registrations1 state
NC
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.