Unclaimed Profile

Gregory Wayne Johnson

CLAYTON PARTNERS LLC·SAN FRANCISCO, California

Series 65Clean record14 years registeredCLAYTON PARTNERS LLC

575 MARKET STREET, SAN FRANCISCO, CA 94105CRD# 5111140Firm CRD# 127546

Profile Verification

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

Identity

Gregory Wayne Johnson · SAN FRANCISCO, CA

Registration

CRD #5111140 · CLAYTON PARTNERS LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLAYTON PARTNERS LLC

CLAYTON PARTNERS LLC

Aug 2011 – Aug 2017

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLAYTON PARTNERS LLC

CRD 127546 · SEC 801-85190

AUM

$152M

Regulatory assets under management

Employees

94 client accounts

Services offered by CLAYTON PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CLAYTON PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Wayne Johnson offer?

Gregory Wayne Johnson specializes in Investment Management, Retirement Planning, Wealth Management.

What are Gregory Wayne Johnson's credentials?

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

Where is Gregory Wayne Johnson located?

Gregory Wayne Johnson is based in SAN FRANCISCO, California, last registered with CLAYTON PARTNERS LLC.

How does Gregory Wayne Johnson charge for services?

Gregory Wayne Johnson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLAYTON PARTNERS LLC?

CLAYTON PARTNERS LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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