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Christopher Huntington Johnson

Schwab Wealth Advisory, Inc.

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About Christopher Huntington Johnson

Christopher Huntington Johnson is a financial advisor at Schwab Wealth Advisory, Inc. Christopher has been in the financial services industry since October 2007. He has previously worked at Morgan Stanley, E*TRADE Securities LLC, Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Intersecurities, Inc. Christopher holds Series 6, 7, and 66 securities licenses as well as the SIE exam. Christopher holds the Certified Financial Planner designation.

Firm Information

Christopher Johnson is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Christopher Johnson’s Registration & Firm History

CA

08/29/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

CO

01/26/2023 - 07/23/2024

MORGAN STANLEY (Denver CO)

CO

01/27/2016 - 09/05/2023

E*TRADE SECURITIES LLC (Greenwood Village CO)

CO

04/01/2014 - 01/26/2016

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

10/01/2012 - 03/13/2014

J.P. MORGAN SECURITIES LLC (DENVER CO)

CO

09/12/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)

CO

07/16/2007 - 08/02/2007

INTERSECURITIES, INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 04/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher Huntington Johnson.
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