Joshua B. Johnson

TEMPLETON FINANCIAL SERVICES

Chandler, AZ 85286

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CRD#: 6887834

Professional summary

Joshua Brandon Johnson MR is a registered financial advisor currently at TEMPLETON FINANCIAL SERVICES INC. located in Chandler, Arizona.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshua has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brandon Johnson MR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 23, 2021 - Present

TEMPLETON FINANCIAL SERVICES INC.

Office #1: 1490 S Price Road, Ste 218, Chandler, AZ 85286

RIA

CRD#: 128240

Chandler, AZ

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".

TEMPLETON FINANCIAL SERVICES INC.

CRD#: 128240 / SEC#: 801-66521

RIA

Registered Investment Advisory firm - (5/2/2006 Approved)

Arizona

Registered Investment Advisory firm - (3/30/2010 Terminated)

California

Registered Investment Advisory firm - (1/12/2008 Cancelled)

Illinois

Registered Investment Advisory firm - (11/23/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/20/2021)

IAR

California
(3/23/2021)

IAR

Florida
(4/14/2021)

IAR

Washington
(3/23/2021)

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

State Security Law Exam

IAR

Series 65

Date: 3/23/2021

Uniform Investment Adviser Law Examination

Current Firm

TEMPLETON FINANCIAL SERVICES INC.

CRD#: 128240 / SEC#: 801-66521

RIA

Registered Investment Advisory firm - (5/2/2006 Approved)

Arizona

Registered Investment Advisory firm - (3/30/2010 Terminated)

California

Registered Investment Advisory firm - (1/12/2008 Cancelled)

Illinois

Registered Investment Advisory firm - (11/23/2004 Terminated)

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Contact information

Main Address

1490 S Price Road, Ste 218, Chandler, AZ 85286

Mailing Address

1490 S Price Rd, Ste 218, Chandler, AZ 85286

Phone number

(480) 883-1073

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEMPLETON FINANCIAL SERVICES PART 2A BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 384,129,486

Red Flags

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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Joshua B. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Brandon Johnson MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEMPLETON FINANCIAL SERVICES INC.

Primary Firm SEC Registration

TEMPLETON FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2021

Current Firm

TEMPLETON FINANCIAL SERVICES INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEMPLETON FINANCIAL SERVICES INC.

TRUST BUT VERIFY

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