Unclaimed Profile

Catherine H Johnson

JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, California

Clean recordJURIKA, MILLS & KEIFER, LLC

3595 MOUNT DIABLO BLVD, LAFAYETTE, CA 94549CRD# 6048343Firm CRD# 126825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Catherine H Johnson · LAFAYETTE, CA

Registration

CRD #6048343 · JURIKA, MILLS & KEIFER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Catherine H Johnson is a registered financial advisor based in LAFAYETTE, California, affiliated with JURIKA, MILLS & KEIFER, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Catherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Catherine is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

JURIKA, MILLS & KEIFER, LLC

AUM

$282M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JURIKA, MILLS & KEIFER, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6048343

Firm CRD# 126825

View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, California or claim this profile if it's yours.

Browse LAFAYETTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Catherine H Johnson offer?

Catherine H Johnson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.

What are Catherine H Johnson's credentials?

Catherine H Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine H Johnson located?

Catherine H Johnson is based in LAFAYETTE, California, working with JURIKA, MILLS & KEIFER, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Catherine H Johnson charge for services?

Catherine H Johnson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JURIKA, MILLS & KEIFER, LLC?

JURIKA, MILLS & KEIFER, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →