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Brandon Rex Johns

Trek Financial

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About Brandon Rex Johns

Brandon Rex Johns is a financial advisor who has been in the industry since 2009. Brandon is registered with the state of Idaho and is currently employed by Trek Financial. Brandon has experience with a variety of financial products and services including financial planning, pension consulting, educational seminars and more. Brandon is associated with the firm Trek Financial.

Firm Information

Brandon Johns is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting

Consulting

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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Brandon Johns’s Registration & Firm History

AZ

10/28/2016 - Present

Trek Financial (SCOTTSDALE AZ)

ID

05/10/2019 - 06/30/2020

PURSHE KAPLAN STERLING INVESTMENTS (Boise ID)

ID

10/26/2016 - 05/28/2019

WORLD EQUITY GROUP, INC. (BOISE ID)

ID

01/01/2009 - 10/31/2016

AXA ADVISORS, LLC (BOISE ID)

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Licenses & Designations

BOTH

Issued 01/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Rex Johns.
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