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Brian Andrew Johnson

Edelman Financial Engines

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About Brian Andrew Johnson

Brian Johnson is an investment advisor representative at Edelman Financial Engines. Brian is registered with the state of Washington and has been in the industry since April 2011. Brian has a Series 65 license and has experience working with a variety of clients, including individuals, high-net-worth individuals, pension plans, and corporations. Brian is also an active member of the financial community and has served on several industry boards and committees.

Firm Information

Brian Johnson is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial services firm headquartered in Santa Clara, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions. Edelman Financial Engines manages over $270 billion in assets and has a team of over 1,000 licensed financial advisors.

$270.77B

Assets Under Management

448,243

Total Clients

585

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Set-up fees & related svcs; reimbursements for printed materials

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Brian Johnson’s Registration & Firm History

WA

03/25/2022 - Present

Edelman Financial Engines (EDGEWOOD WA)

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Licenses & Designations

IA

Issued 6/16/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Andrew Johnson.
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