Jack I. Johnson

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

ROSEVILLE, CA 95661

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CRD#: 4636720

Professional summary

Jack Irving Johnson, CFP® is a registered financial advisor currently at SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT located in Roseville, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jack has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jack Irving 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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 11, 2003 - Present

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

Office #1: 1380 Lead Hill Blvd. Suite 106, Roseville, CA 95661

RIA

CRD#: 125451

ROSEVILLE, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(4/11/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2002

Uniform Investment Adviser Law Examination

Current Firm

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

JACK IRVING JOHNSON | SIERRA FINANCIAL PLNNING & ASSET MANAGEMENT | SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT | JOHNSON, JACK IRVING

CRD#: 125451 / SEC#:

California

Registered Investment Advisory firm - (4/11/2003 Approved)

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Contact information

Main Address

1380 Lead Hill Blvd., Suite 106, Roseville, CA 95661

Mailing Address

Phone number

(916) 791-1572

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 20,096,099

Red Flags

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Jack I. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Irving Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2002

Current Firm

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT

TRUST BUT VERIFY

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