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GJ

Gregory S. Johnson

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CRD#: 4241974
GJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory S Johnson was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2000. Gregory had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 20, 2016 - December 31, 2018

NEW ERA FINANCIAL STRATEGIES

RIA
CRD#: 211511
UPLAND, CA
Past

May 7, 2015 - December 31, 2015

NEW ERA FINANCIAL STRATEGIES

RIA
CRD#: 211511
UPLAND, CA
Past

April 12, 2012 - April 29, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
UPLAND, CA
Past

August 13, 2008 - April 29, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
UPLAND, CA
Past

November 26, 2007 - August 13, 2008

PENSION PLANNERS SECURITIES, INC.

BD
CRD#: 14068
ONTARIO, CA
Past

November 13, 2002 - July 5, 2012

TRINITY FINANCIAL PARTNERS

RIA
CRD#: 136969
ONTARIO, CA
Past

August 9, 2000 - December 12, 2007

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ONTARIO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/17/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NE
NEW ERA FINANCIAL STRATEGIES
JOHNSON, GREGORY S. | NEW ERA FINANCIAL STRATEGIES

CRD#: 211511 / SEC#:

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Contact information


Main Address
Upland, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


NEW ERA FINANCIAL STRATEGIES

CRD#: 211511

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