Aaron W. Johnson

BRIDGER FINANCIAL SERVICES

Temecula, CA 92590

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CRD#: 4657083

Professional summary

Aaron William Johnson is a registered financial advisor currently at BRIDGER FINANCIAL SERVICES, LLC located in Temecula, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Aaron has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

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.

Duane Johnson Group, LLC; Yes investment-related; Temecula, CA; Financial Advisor; Insurance and Annuity sales; 80 hrs per month; 0 hrs during trading hrs; insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron William 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

September 19, 2018 - Present

BRIDGER FINANCIAL SERVICES, LLC

Office #1: 27420 Jefferson Ave Suite 104a, Temecula, CA 92590

RIA

CRD#: 298563

Temecula, CA

Past

May 29, 2015 - June 11, 2018

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

RICHMOND, VA

Past

May 29, 2015 - June 11, 2018

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

RICHMOND, VA

Past

May 4, 2009 - May 13, 2015

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

COLONIAL HEIGHTS, VA

Past

May 4, 2009 - May 13, 2015

OSAIC INSTITUTIONS, INC.

CRD#: 35371

COLONIAL HEIGHTS, VA

Past

June 1, 2008 - April 9, 2009

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

MERIDEN, CT

Past

June 1, 2008 - April 9, 2009

OSAIC INSTITUTIONS, INC.

CRD#: 35371

MERIDEN, CT

Past

August 21, 2006 - June 1, 2008

BI INVESTMENTS, LLC

RIA

CRD#: 125437

GLEN ALLEN, VA

Past

August 21, 2006 - June 1, 2008

BI INVESTMENTS, LLC

CRD#: 125437

GLEN ALLEN, VA

Past

July 19, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

RICHMOND, VA

Past

July 19, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

RICHMOND, VA

Past

August 6, 2003 - June 13, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RICHMOND, VA

Past

July 16, 2003 - June 13, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 2003 - June 13, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(9/19/2018)

IAR

Texas
(12/10/2024)

IAR

Virginia
(10/18/2018)

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 66

Date: 8/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/25/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/15/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2009

General Securities Principal Examination

Current Firm

BRIDGER FINANCIAL SERVICES, LLC

BIDGER FINANCIAL SERVICES, LLC | BRIDGER FINANCIAL SERVICES, LLC

CRD#: 298563 / SEC#:

California

Registered Investment Advisory firm - (9/19/2018 Approved)

Texas

Registered Investment Advisory firm - (12/4/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (10/18/2018 Approved)

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Contact information

Main Address

27420 Jefferson Ave Suite 104a, Temecula, CA 92590

Mailing Address

Phone number

(951) 244-6702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 31,732,200

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.

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Advisor Monitoring

Firm Stability Insights

Aaron W. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron William Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

BI INVESTMENTS, LLC

BI INVESTMENTS, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2003

SIE

Date: 6/11/2018

Series 31

Date: 7/25/2005

Series 7

Date: 7/15/2003

Series 24

Date: 2/17/2009

Current Firm

BRIDGER FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIDGER FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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