Unclaimed Profile

Jason Carter Johnson

WHITMAN/PETERSON, LLC·WESTLAKE VILLAGE, California

Clean recordWHITMAN/PETERSON, LLC

3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 5268648Firm CRD# 296087

Profile Verification

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

Identity

Jason Carter Johnson · WESTLAKE VILLAGE, CA

Registration

CRD #5268648 · WHITMAN/PETERSON, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Carter Johnson is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WHITMAN/PETERSON, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WHITMAN/PETERSON, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

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Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5268648

Firm CRD# 296087

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Carter Johnson offer?

Jason Carter Johnson specializes in Retirement Planning. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Jason Carter Johnson's credentials?

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

Where is Jason Carter Johnson located?

Jason Carter Johnson is based in WESTLAKE VILLAGE, California, working with WHITMAN/PETERSON, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Jason Carter Johnson charge for services?

Jason Carter 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 WHITMAN/PETERSON, LLC?

WHITMAN/PETERSON, LLC has approximately 22 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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