Unclaimed Profile

James Stanley Johnson

VARRA WEALTH MANAGEMENT LLC·LOUISVILLE, Colorado

SIE, Series 6, Series 7TO, Series 63CFPClean record7 years registeredVARRA WEALTH MANAGEMENT LLC

1849 CHERRY ST., LOUISVILLE, CO 80027CRD# 5621121Firm CRD# 324044

Profile Verification

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

Identity

James Stanley Johnson · LOUISVILLE, CO

Registration

CRD #5621121 · VARRA WEALTH MANAGEMENT LLC · 7 years registered

Brand Profile

Not yet started

Career History

VARRA FINANCIAL

Dec 2022 – present

LPL FINANCIAL LLC

Jan 2019 – Dec 2023

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Registration record

First registered · January 16, 2019

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VARRA WEALTH MANAGEMENT LLC

CRD 324044 · SEC 801-127022

AUM

$197M

Regulatory assets under management

Employees

958 client accounts

Services offered by VARRA WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VARRA WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does James Stanley Johnson offer?

James Stanley Johnson specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are James Stanley Johnson's credentials?

James Stanley Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Stanley Johnson located?

James Stanley Johnson is based in LOUISVILLE, Colorado, working with VARRA WEALTH MANAGEMENT LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does James Stanley Johnson charge for services?

James Stanley 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 VARRA WEALTH MANAGEMENT LLC?

VARRA WEALTH MANAGEMENT LLC has approximately 5 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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