Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Martin Johnson is a financial advisor with Corient. Chris has been in the financial services industry for over 20 years. Chris has a broad range of experience working with individuals, high-net-worth individuals, trusts, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Chris is licensed to provide investment advice in California. Chris offers a variety of financial planning services including investment advice, retirement planning, and estate planning. Chris is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
01/01/2025 - Present
Corient (Newport Beach CA)
NY
04/19/2016 - 01/29/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
KS
03/02/2011 - 04/19/2016
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
03/02/2011 - 04/19/2016
WADDELL & REED (OVERLAND PARK KS)
MA
09/08/2008 - 01/20/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
RI
01/31/2007 - 09/12/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CA
06/03/2002 - 01/31/2007
FIDELITY BROKERAGE SERVICES LLC (NEWPORT BEACH CA)
RI
08/07/2000 - 06/03/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/26/1998 - 08/07/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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