AdvisorOS Directory
Claim Profile
CJ

Catherine H Johnson

JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, California
Unclaimed Profile
3595 MOUNT DIABLO BLVD, LAFAYETTE, CA 94549CRD# 6048343Firm CRD# 126825
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JURIKA, MILLS & KEIFER, LLC
JURIKA, MILLS & KEIFER, LLC
AUM
$282M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JURIKA, MILLS & KEIFER, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6048343
Firm CRD# 126825
No disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Other advisors in LAFAYETTE
Lori Eileen Sherman — STEWART & PATTEN CO LLCFrances Blythe Jack — ROSEWOOD ADVISORS, L.L.C.Margaret Scanlon Cabaniss — HC FINANCIAL ADVISORS INCKarla Jean Mcavoy — HC FINANCIAL ADVISORS INCRobert Matthew Gentry — STEWART & PATTEN CO LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile