CJ
Craig R. Johnson
CONFIDENCE WEALTH MANAGEMENT
Groveland, CA
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CRD#: 7824630
CJ
Professional summary
Craig Raymond Johnson, who also goes by Craig Johnson, is a registered financial advisor currently at CONFIDENCE WEALTH MANAGEMENT, INC. located in Groveland, California.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Johnson
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.
Insurance Agent with Confidence Wealth & Insurance Solutions. Solicitor only. Less than 10 hours per month, no hours devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Raymond 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
November 21, 2023 - Present
CONFIDENCE WEALTH MANAGEMENT, INC.
RIA
CRD#: 127383
Groveland, 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".
CW
CONFIDENCE WEALTH MANAGEMENT, INC.
CONFIDENCE WEALTH MANAGEMENT, INC. | PLJ ADVISORS LLC | PLJ ADVISORS | PARSON LATIMER & JUDGE, LLC. | PARSON LATIMER & JUDGE LLC | PARSON LATIMER & JUDGE | NATIONAL RETIREMENT COUNSELORS | NATIONAL RETIREMENT COUNSELING | CONFIDENCE WEALTH MANAGEMENT, LLC
CRD#: 127383 / SEC#: 801-122368
RIA
Registered Investment Advisory firm - (9/27/2021 Approved)California
Registered Investment Advisory firm - (1/16/2022 Terminated)Nevada
Registered Investment Advisory firm - (1/17/2022 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.Highlighted states indicate IAR registrations
IAR
California(11/21/2023)
Exams
Current Firm
CW
CONFIDENCE WEALTH MANAGEMENT, INC.
CONFIDENCE WEALTH MANAGEMENT, INC. | PLJ ADVISORS LLC | PLJ ADVISORS | PARSON LATIMER & JUDGE, LLC. | PARSON LATIMER & JUDGE LLC | PARSON LATIMER & JUDGE | NATIONAL RETIREMENT COUNSELORS | NATIONAL RETIREMENT COUNSELING | CONFIDENCE WEALTH MANAGEMENT, LLC
CRD#: 127383 / SEC#: 801-122368
RIA
Registered Investment Advisory firm - (9/27/2021 Approved)California
Registered Investment Advisory firm - (1/16/2022 Terminated)Nevada
Registered Investment Advisory firm - (1/17/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024
Mailing Address
Phone number
(310) 824-1000
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,843 |
| AUM (Assets Under Management) | $ 344,241,463 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
