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Martin Stanley Johnson

LA Jolla Institute FOR Wealth Management

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About Martin Stanley Johnson

Martin Johnson is a financial advisor associated with La Jolla Institute For Wealth Management. Martin Johnson is licensed to provide financial advice in California and is registered with the state as an Investment Advisor Representative. Martin Johnson has been working as a financial advisor since 1992. Martin Johnson is a licensed agent for Martin S. Johnson Inc, a life and health insurance agency. Martin Johnson also has previous experience working at Investment Management & Research, Inc and E. F. Hutton & Company Inc. Martin Johnson holds a Series 63, Series 24, Series 7, and Series 1 licenses.

Firm Information

Martin Johnson is currently registered with LA Jolla Institute FOR Wealth Management. LA Jolla Institute FOR Wealth Management is a wealth management firm with 1 licensed agent and 2 investment adviser representatives. They primarily manage portfolios for individuals, including both high-net-worth and other individual clients. They also offer selection of other advisers as a service. The firm manages approximately $38,245,790 in regulatory assets under management.

$38.25M

Assets Under Management

Not reported

Total Clients

3

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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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.

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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Martin Johnson’s Registration & Firm History

CA

01/01/2025 - Present

LA Jolla Institute FOR Wealth Management (LA JOLLA CA)

NA

01/05/1988 - 03/01/1991

INVESTMENT MANAGEMENT & RESEARCH, INC

NA

09/25/1980 - 07/21/1987

E. F. HUTTON & COMPANY INC

NA

12/19/1979 - 08/31/1980

SAGE FINANCIAL CORPORATION

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Licenses & Designations

BC

Issued 10/18/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1988

Series 24 - General Securities Principal Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Stanley Johnson.
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