Nathan T. Johnson
Professional summary
Nathan Thomas Johnson, who also goes by Nathan Thomas Johnson, Nathan Johnson, is a registered financial advisor currently at MOFFATT FINANCIAL STRATEGIES located in Fort Worth, Texas.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nathan has worked at 6 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Thomas Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 4, 2025 - Present
MOFFATT FINANCIAL STRATEGIES
Office #1: 425 Houston Street Suite 575, Fort Worth, TX 76102January 17, 2024 - June 5, 2025
CHARLES SCHWAB & CO., INC.
October 4, 2022 - June 5, 2025
CHARLES SCHWAB & CO., INC.
July 6, 2021 - October 14, 2022
TD AMERITRADE, INC.
September 23, 2020 - May 19, 2024
TD AMERITRADE, INC.
March 17, 2020 - August 31, 2020
MUTUAL OF AMERICA SECURITIES LLC
March 17, 2020 - August 31, 2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
August 31, 2018 - August 21, 2019
EDWARD JONES
August 3, 2018 - August 21, 2019
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2025)
(9/4/2025)
Exams
Current Firm
MOFFATT FINANCIAL STRATEGIES
CRD#: 335975 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 197,000 |
Red Flags
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