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Aiden Johnson

LA Jolla Institute FOR Wealth Management

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About Aiden Johnson

Aiden Johnson is a registered Investment Advisor Representative with La Jolla Institute For Wealth Management. Aiden is licensed in California and has been working in the financial industry for over 10 years. Aiden holds a Series 65 license and has experience working with high-net-worth individuals and individuals other than high-net-worth. Aiden focuses on providing financial planning and portfolio management for individuals and families, as well as selection of other advisors.

Firm Information

Aiden Johnson is currently registered with LA Jolla Institute FOR Wealth Management. LA Jolla Institute FOR Wealth Management is a wealth management firm with 1 licensed agent and 2 investment adviser representatives. They primarily manage portfolios for individuals, including both high-net-worth and other individual clients. They also offer selection of other advisers as a service. The firm manages approximately $38,245,790 in regulatory assets under management.

$38.25M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aiden Johnson’s Registration & Firm History

CA

01/01/2025 - Present

LA Jolla Institute FOR Wealth Management (LA JOLLA CA)

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Licenses & Designations

IA

Issued 03/18/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aiden Johnson.
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