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Everett Matthew Johnson

Schwab Wealth Advisory, Inc.

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About Everett Matthew Johnson

Everett Johnson is a financial advisor in Orlando, Florida. Everett has been working in the financial services industry since 2017. Everett is currently registered with Schwab Wealth Advisory, Inc., a firm with a large client base and a strong presence in the financial services industry. Everett also previously worked at J.P. Morgan Securities LLC and Edward Jones. Everett is a Series 7 and Series 66 licensed holder, which allows them to offer a broad range of financial products and services.

Firm Information

Everett 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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Everett Johnson’s Registration & Firm History

FL

01/03/2023 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

06/08/2021 - 10/12/2022

NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)

FL

07/05/2019 - 05/14/2021

J.P. MORGAN SECURITIES LLC (ORLANDO FL)

FL

05/23/2017 - 05/24/2019

EDWARD JONES (Tampa FL)

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Licenses & Designations

BOTH

Issued 06/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Everett Matthew Johnson.
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