Jason Johnson, CFA, is both a Financial Advisor and Portfolio Manager. Jason holds the highly regarded Chartered Financial Analyst® designation and has Bachelor of Arts in Business and finance from University of Oregon. Jason’s experience is in investment management, securities analysis, and financial planning. His passion is scouring the financial markets for investment opportunities and building investment portfolios for the benefit of clients. Outside of work he loves to explore the local wine regions, put his feet in the sand at the beach or even better – paddle out to catch waves. He also enjoys helping others in the community and spending time with friends and family.
Jason Johnson, CFA
Registrations held through LPL Financial: Series 7
Registrations held through Mariner Independent Advisor Network, LLC: Series 66
CA Insurance License # 0K23781
707-284-2975