Timothy D. Johns
Professional summary
Timothy Douglass Johns, who also goes by Tim Johns, is a registered financial advisor currently at COOKSON PEIRCE WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Douglass Johns's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2022 - Present
COOKSON PEIRCE WEALTH MANAGEMENT
Office #1: 530 William Penn Place, Pittsburgh, PA 15219October 16, 2018 - December 31, 2021
SYMONS CAPITAL MANAGEMENT INC
Primary Firm SEC Registration
COOKSON PEIRCE WEALTH MANAGEMENT
CRD#: 110729 / SEC#: 801-21341
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2022)
Current Firm
COOKSON PEIRCE WEALTH MANAGEMENT
CRD#: 110729 / SEC#: 801-21341
Contact information
SEC notice filing (47 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,347 |
| AUM (Assets Under Management) | $ 2,323,321,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 12/28/2023 | ||
| 01/31/2023 |
Red Flags
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