Ian Matthew Johnson
Professional Summary
Ian Matthew Johnson, who also goes by Ian Mathew Johnson, is a registered financial advisor currently at CAPITAL MARKETS IQ, LLC located in Murphy, Texas. Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ian has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ian Mathew Johnson
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Videos & Posts
This advisor has not added any videos or posts yet.
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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
9 years in the financial services industry
Current & Past Employments
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Current Firm
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | THE BURG CAPITAL PARNTERS | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
Contact Information
Main Address
Arlington, TXMailing Address
2810 N Church St Pmb 52811, Wilmington, DE 19802Phone Number
(310) 882-6380# of Employees
23SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
884AUM (Assets Under Management)
$571,446,571Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
| 01/28/2025 | Cover Page | Report |
| 08/22/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
0X PRIVATE WEALTH | WEISE CAPITAL ADVISERS | VERACITY FINANCIAL SERVICES | VERACITY ADVISORS | THE SKYHAWK ETF STRATEGY | THE BURG CAPITAL PARNTERS | TANDEM FINANCIAL | SURETY WEALTH MANAGEMENT | SECURE RETIREMENT SOLUTIONS | SEAGATE GLOBAL WEALTH MANAGEMENT | SAGE CAPITAL ADVISORS | RETIRE ORLANDO | PENG FINANCIAL GROUP | NOBLESTONE CAPITAL ADVISORS | MONAMIE WEALTH & RETIREMENT | LONGHORN WEALTH MANAGEMENT, LLC | LONGHORN CAPITAL MANAGEMENT, LLC | LONGHORN CAPITAL ADVISORS | KUZMA FINANCIAL SERVICES | KOI STRATEGIES | KING HARBOR WEALTH MANAGEMENT | IQINVEST | INTRALINE ASSET MANAGEMENT | FIRST SECURITY INVESTMENTS ADVISORS | EXECUTIVE SERVICES | DYNAMIC RETIREMENT SOLUTIONS | DRAWBRIDGE WEALTH | CAPITAL MARKETS IQ, LLC | CAMBRIDGE CAPITAL WEALTH | BURROS WEALTH MANAGEMENT | BRIGHTSMITH ADVISORS | BERING FINANCIAL | ACCORD CAPITAL
State Registrations and Notice Filings
(5/25/2022)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ian Matthew Johnson's CRS (Customer Relationship Summary).
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