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GJ

Geoffrey S. Johnson

SYMMETRY PARTNERS
Lakewood, WA
Some features on this profile are disabled
CRD#: 4410909
GJ

Professional summary

Geoffrey Scott Johnson, who also goes by Geoff Scott Johnson, Geoffrey S Johnson, is a registered financial advisor currently at SYMMETRY PARTNERS located in Lakewood, Washington and FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine.

Geoffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Geoffrey has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Geoff Scott Johnson | Geoffrey S Johnson

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) - RIA

Click below to view Geoffrey Scott Johnson's CRS (Customer Relationship Summary).
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 30, 2026 - Present

SYMMETRY PARTNERS

RIA
CRD#: 120982
Lakewood, WA
Current

March 11, 2026 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 148477
Portland, ME
Past

November 17, 2025 - January 29, 2026

USI ADVISORS

RIA
CRD#: 108113
Seattle, WA
Past

April 25, 2025 - July 2, 2025

ALPHA CUBED INVESTMENTS, LLC

RIA
CRD#: 159347
COSTA MESA, CA
Past

March 26, 2024 - April 25, 2025

SOLTIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 154690
Bellevue, WA
Past

May 7, 2018 - November 27, 2023

VIRTUS INVESTMENT ADVISERS, LLC

RIA
CRD#: 106982
LAKEWOOD, WA
Past

May 4, 2018 - November 27, 2023

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

May 19, 2017 - April 11, 2018

EDWARD JONES

RIA
CRD#: 250
TACOMA, WA
Past

May 19, 2017 - April 11, 2018

EDWARD JONES

BD
CRD#: 250
TACOMA, WA
Past

June 25, 2013 - December 31, 2015

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
EAST PUYALLUP, WA
Past

June 24, 2013 - April 28, 2017

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

April 30, 2010 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TACOMA, WA
Past

April 30, 2010 - January 9, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TACOMA, WA
Past

January 1, 2008 - April 1, 2010

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
TACOMA, WA
Past

August 10, 2006 - January 1, 2008

RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS

BD
CRD#: 37550
TACOMA, WA
Past

January 26, 2006 - April 5, 2010

RUSSELL INVESTMENTS

RIA
CRD#: 105734
TACOMA, WA
Past

September 8, 2004 - June 13, 2006

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

July 16, 2004 - August 30, 2004

PIPER SANDLER & CO.

RIA
CRD#: 665
TACOMA, WA
Past

July 16, 2004 - August 30, 2004

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

May 3, 2002 - May 17, 2004

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
TACOMA, WA
Past

September 6, 2001 - May 17, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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

IAR
Connecticut
(2/2/2026)
RR
Montana
(3/11/2026)
IAR
Washington
(1/30/2026)
RR
Washington
(3/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/24/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/15/2001
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
PREMIUM
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2/27/2026)

Regulatory assets under management

Total Number of Accounts11,419
AUM (Assets Under Management)$ 4,730,645,660

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

SYMMETRY PARTNERS

CRD#: 120982Lakewood, WA

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