EJ
Erik E. Johnson
VIRTUE CAPITAL MANAGEMENT
LA MIRADA, CA 90638
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CRD#: 6777825
EJ
Professional summary
Erik Eriberto Johnson is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in La Mirada, California and LIFEMARK SECURITIES CORP. located in La Mirada, California.
Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Erik has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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.
INDEPENDENT INSURANCE AGENT�, Title: AGENT�, Description: SALES AND SERVICE OF TERM, WHOLE AND UNIVERSAL LIFE INSURANCE PRODUCTS, Start Date: 01-01-2021, Address: 14241 E. FIRESTONE BLVD, SUITE 400, LA MIRADA, CA 90638 /, Investment-related? YES, Hours per month: 40, During trading hours: 40 INFINITE INSURANCE & FINANCIAL SERVICES / NOT INVESTMENT RELATED / 14241 E. FIRESTONE BLVD, SUITE 400, LA MIRADA, CA 90638 / DIRECTOR OF SALES AND OPERATIONS / START 08/2025 / 100 HOURS/MONTH / 60 HOURS/MONTH DURING TRADING HOURS / SALES TRAINING AND IMPLEMENTATION OF PROCESSES FOR BUSINESS STRUCTURE. LIFEMARK SECURITIES CORP, Title: REGISTERED REPRESENTATIVE�, Description: MEETING WITH CLIENTS TO PREPARE AND IMPLEMENT INVESTMENT PROPOSALS, Start Date: 02-12-2021, Address: 400 WEST METRO PARK, ROCHESTER, NY 14623�, Investment-related? YES, Hours per month: 40, During trading hours: 16 VIRTUE CAPITAL MANAGEMENT, LLC, Title: INVESTMENT ADVISER REPRESENTATIVE, Description: MEETING WITH CLIENTS TO PREPARE AND IMPLEMENT INVESTMENT PROPOSALS, Start Date: 1/1/2021, Address: 6 CADILLAC DRIVE, SUITE 310, BRENTWOOD TN, 37027, Investment-related? YES, Hours per month: 40, During trading hours: 40
CRS (Client Relationship Summary) - RIA
Click below to view Erik Eriberto 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®
NoneExperience
Current
January 7, 2021 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 14241 E Firestone Blvd Suite 400, La Mirada, CA 90638RIA
CRD#: 167816
LA MIRADA, CA
Current
February 16, 2021 - Present
LIFEMARK SECURITIES CORP.
Office #1: 14241 E. Firestone Blvd. Suite 400, La Mirada, CA 90638RIA
BD
CRD#: 16204
La Mirada, CA
Past
August 6, 2019 - January 8, 2021
PFS INVESTMENTS INC.
RIA
CRD#: 10111
RIVERSIDE, CA
Past
January 18, 2018 - January 8, 2021
PFS INVESTMENTS INC.
BD
CRD#: 10111
RIVERSIDE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(1/7/2021)
RR
California(2/16/2021)
RR
Utah(5/31/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
