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JJ

John O. Johnson

THE SPARTAN GROUP
Pasadena, CA 91101
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CRD#: 3167704
JJ

Professional summary


John Orville Johnson is a registered financial professional currently at THE SPARTAN GROUP located in Pasadena, California.

John is registered as a RR (Registered Representative) and started their career in finance in 1998. John has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Orville Johnson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 14, 2003 - Present

THE SPARTAN GROUP

Office #1: 16 N. Marengo, Suite #307, Pasadena, CA 91101Office #2: 16 N. Marengo, Suite #307, Pasadena, CA 91101
BD
CRD#: 124430
Pasadena, CA
Past

December 24, 1998 - March 14, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/6/2004)
RR
California
(2/13/2003)
RR
Colorado
(5/17/2004)
RR
Connecticut
(7/2/2004)
RR
Florida
(6/16/2004)
RR
Illinois
(5/13/2003)
RR
Massachusetts
(6/1/2004)
RR
New York
(6/23/2004)
RR
Oregon
(6/16/2004)
RR
Texas
(4/12/2006)
RR
Washington
(5/17/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TS
THE SPARTAN GROUP
THE SPARTAN GROUP

CRD#: 124430 / SEC#: , 8-65674

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
16 N. Marengo, Suite #307, Pasadena, CA 91101
Mailing Address
16 N. Marengo, Suite #307, Pasadena, CA 91101
Phone number
(626) 204-6380
Established
California since 10/11/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
JOHNSON, JOHN ORVILLEFOUNDING MEMBER3167704
MORGAN, PETER DAWSONFOUNDING MEMBER, CCO, AMLCO1264882
THORNTON, STEVEN LEEFINOP4496384

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE SPARTAN GROUP

CRD#: 124430Pasadena, CA 91101

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