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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wood Johnson is a financial advisor with over 10 years of experience in the industry. He currently works at Blackrock Investment Management, LLC and has been with the firm since January 2016. He is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Matthew has experience working with high-net-worth individuals, corporations, and institutions. He provides portfolio management services to individuals, investment companies, and pooled investment vehicles. Matthew specializes in providing investment advice on stocks, bonds, mutual funds, and other investment products. He has expertise in providing tax and estate planning advice. Matthew is a guest instructor at the University of California, Berkeley, where he teaches graduate students on the subject of tax economics.
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.
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.
Strategic management for diversified investment portfolios.
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.
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MA
02/10/2016 - Present
Blackrock Investment Management, LLC (Boston MA)
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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