Unclaimed Profile

Ronald Timothy Johnson

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California

Series 2, Series 7, Series 63Clean record13 years registeredLITMAN GREGORY ASSET MANAGEMENT, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 1106610Firm CRD# 107611

Profile Verification

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

Identity

Ronald Timothy Johnson · WALNUT CREEK, CA

Registration

CRD #1106610 · LITMAN GREGORY ASSET MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LITMAN GREGORY ASSET MANAGEMENT, LLC

LITMAN GREGORY ASSET MANAGEMENT, LLC

Jul 2013 – Oct 2016

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Registration record

First registered · July 26, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

CRD 107611 · SEC 801-50916

AUM

$2.4B

Regulatory assets under management

Employees

1,890 client accounts

Services offered by LITMAN GREGORY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Timothy Johnson offer?

Ronald Timothy Johnson specializes in Investment Management, Wealth Management.

What are Ronald Timothy Johnson's credentials?

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

Where is Ronald Timothy Johnson located?

Ronald Timothy Johnson is based in WALNUT CREEK, California, last registered with LITMAN GREGORY ASSET MANAGEMENT, LLC.

How does Ronald Timothy Johnson charge for services?

Ronald Timothy 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 LITMAN GREGORY ASSET MANAGEMENT, LLC?

LITMAN GREGORY ASSET MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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