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EJ

Edward Andrew Johnson Esq.

CYPRESS POINT CAPITAL
TULSA, OK
·CRD# 5811458·16 years experience

Professional Summary

Edward Andrew Johnson ESQ., who also goes by Edward Andrew Johnson, is a registered financial advisor currently at CYPRESS POINT CAPITAL, LLC located in Tulsa, Oklahoma. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Edward has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Edward Andrew Johnson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

16 years in the financial services industry

Current & Past Employments

CYPRESS POINT CAPITAL, LLC·CRD# 152882
RIA
Tulsa, OK
December 16, 2010 - Present

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Current Firm

CP
CYPRESS POINT CAPITAL, LLC

CYPRESS POINT CAPITAL, LLC

CRD#: 152882
Oklahoma
Registered Investment Advisory firm - Oklahoma (12/16/2010 Approved)

Contact Information

Main Address

Tulsa, OK

Phone Number

(918) 381-1826

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

FIRM NAME: JOHNSON & JONES P.C.//NON-INVESTMENT RELATED//15 W. 6TH ST., TULSA, OK//LAW FIRM//PARTNER//PRIMARY BUSINESS 95%// ADDRESS: 2200 BANK OF AMERICA CENTER 15 WEST SIXTH STREET TULSA, OKLAHOMA 74119 TITLE: ATTORNEY AND MEMBER START DATE: 09/01/1995 NUMBER OF HOURS DEVOTED TO THIS BUSINESS: 1600 / MONTH, INCLUDING DURING SECURITIES TRADING HOURS DUTIES: ATTORNEY PROVIDING TAX AND CORPORATE LEGAL SERVICES

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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.
IAR
Oklahoma
(12/16/2010)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2010About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edward Andrew Johnson ESQ.'s CRS (Customer Relationship Summary).

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