Joshua W. Johnson

CREATIVE CAPITALISTS,

MONTROSE, CA 91020

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CRD#: 5093163

Professional summary

Joshua Warren Johnson is a registered financial advisor currently at CREATIVE CAPITALISTS, INC located in Montrose, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm .

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.

1) JWJ Accounting LLC - non investment related. 4144 Ocean View Blvd, Montrose, CA 91020. Prepare tax return. Principal Owner, 100% owner. Started 10/2014. Devote 12 hrs/mo and 0 hr/mo during trading. Tax Prep Services and Bookkeeping Services. 2) JRW INVESTMENTS, INC. - investment related. 200 S. Los Robles Ave., Suite 210, Pasadena, CA 91101. 07/2016. Brand name entity to support sales activities with broker dealer. Sales of securities products through JRW Investments, Inc., an OSJ firm under the broker dealer. I work as an independent contractor of JRW Investments, Inc. 20-40 hrs/mo , 20 hrs/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Warren 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

November 16, 2018 - Present

CREATIVE CAPITALISTS, INC

Office #1: 4144 Ocean View Blvd, Montrose, CA 91020

RIA

CRD#: 298898

MONTROSE, 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
(11/16/2018)

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Exams

Current Firm

CREATIVE CAPITALISTS, INC

CRD#: 298898 / SEC#:

California

Registered Investment Advisory firm - (11/16/2018 Approved)

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Contact information

Main Address

3501 Ocean View Blvd, Glendale, CA 91208

Mailing Address

Phone number

(626) 673-3566

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 9,238,209

Red Flags

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