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Matt Johns

Matt Johns

CFP®
BLACK BRIDGE ADVISORS
WOODS CROSS, UT
·CRD# 5837970·16 years experience

Professional Summary

Matt Johns, CFP®, who also goes by Matthew Richard Johns, Matthew Johns, is a registered financial advisor currently at BLACK BRIDGE ADVISORS, LLC located in Woods Cross, Utah. Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matt has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew Richard Johns, Matthew Johns

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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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

16 years in the financial services industry

Current & Past Employments

BLACK BRIDGE ADVISORS, LLC·CRD# 330047
RIA
2262 S 1200 W Ste 102, Woods Cross, UT 84087
May 24, 2024 - Present
CAPITA FINANCIAL NETWORK, LLC·CRD# 290558
RIA
Sandy, UT
February 28, 2019 - November 3, 2022
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
Salt Lake City, UT
September 25, 2018 - March 6, 2019
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Salt Lake City, UT
June 29, 2011 - September 21, 2017
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Salt Lake City, UT
October 29, 2010 - September 20, 2017

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Current Firm

BB
BLACK BRIDGE ADVISORS, LLC

BLACK BRIDGE ADVISORS | BLACK BRIDGE ADVISORS, LLC

CRD#: 330047
Utah
Registered Investment Advisory firm - Utah (5/24/2024 Approved)

Contact Information

Main Address

2262 S 1200 W Ste 102, Woods Cross, UT 84087

Phone Number

(801) 232-8273

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

50

AUM (Assets Under Management)

$29,022,174

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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.

1. Owner of Dance Impression, a private for profit dance organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Farmington, UT. Start date was January 2, 2012. Less than 3 hours per month, 0 hours during securities trading hours. Duties include managing the high level affairs of the organization. 2. Owner of MMKC LLC, Farmington, UT, owner of the building leased by Dance Impression, non-investment related, less than 1 hour per month, 0 during securities trading hours. 3. Black Bridge Partners, LLC - Managing Member and Adviser to a Private Debt Fund, Woods Cross UT, investment-related, 4 hours per month. 4. Black Bridge Family Office, LLC - Managing Member, Framington UT, this is a dormant non-operating entity. 5. Independent Insurance Agent - Licensed life, health and variable contract insurance agent, Wood Cross UT, investment-related, 4 hours per month.

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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
Utah
(5/24/2024)

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 66 — Uniform Combined State Law Examination

Passed Aug 2011About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2010About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matt Johns's CRS (Customer Relationship Summary).

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