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Stephen Donald Johnson

JOHNSON LYMAN, INC.·LOS ALTOS, California
Clean recordJOHNSON LYMAN, INC.
ONE FIRST STREET, LOS ALTOS, CA 94022CRD# 2417740Firm CRD# 150150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Donald Johnson · LOS ALTOS, CA
Registration
CRD #2417740 · JOHNSON LYMAN, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Donald Johnson is a registered financial advisor based in LOS ALTOS, California, affiliated with JOHNSON LYMAN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JOHNSON LYMAN, INC.
JOHNSON LYMAN WEALTH ADVISORS
AUM
$153M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JOHNSON LYMAN, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2417740
Firm CRD# 150150
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Donald Johnson offer?
Stephen Donald Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.
What are Stephen Donald Johnson's credentials?
Stephen Donald Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Donald Johnson located?
Stephen Donald Johnson is based in LOS ALTOS, California, working with JOHNSON LYMAN, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Stephen Donald Johnson charge for services?
Stephen Donald Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOHNSON LYMAN, INC.?
JOHNSON LYMAN, INC. has approximately 2 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOHNSON LYMAN, INC.

Catherine C Lyman
LOS ALTOS, CA
Robert A Lyman
LOS ALTOS, CA

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Research
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