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Tara Esther Johnson

SOVEREIGN WEALTH ADVISORS, INC.·BELLEVUE, Washington
Clean record20 years registeredSOVEREIGN WEALTH ADVISORS, INC.
601 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 5123054Firm CRD# 140639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tara Esther Johnson · BELLEVUE, WA
Registration
CRD #5123054 · SOVEREIGN WEALTH ADVISORS, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

HIGHTOWER ADVISORS, LLC
Dec 2022 – present
SOVEREIGN WEALTH ADVISORS, INC.
Nov 2006 – Dec 2022
BELLEVUE, WA
STRATEGIC WEALTH MANAGEMENT INC
Mar 2006 – Feb 2018
MERCER ISLAND, WA
02

Registrations & Exams

Registration record
First registered · March 30, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOVEREIGN WEALTH ADVISORS, INC.
CRD 140639 · SEC 801-66839
AUM
$339M
Regulatory assets under management
Employees
5
861 client accounts
Services offered by SOVEREIGN WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOVEREIGN WEALTH ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Tara Esther Johnson offer?
Tara Esther Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Tara Esther Johnson's credentials?
Tara Esther Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Esther Johnson located?
Tara Esther Johnson is based in BELLEVUE, Washington, working with SOVEREIGN WEALTH ADVISORS, INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Tara Esther Johnson charge for services?
Tara Esther Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOVEREIGN WEALTH ADVISORS, INC.?
SOVEREIGN WEALTH ADVISORS, INC. has approximately 5 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOVEREIGN WEALTH ADVISORS, INC.

Scott Allen Sheffield
BELLEVUE, WA
Sharon Lailey
BELLEVUE, WA

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