Santa Rosa

884 Third Street

Suite A
Santa Rosa, CA 95404

Rohnert Park Office

6020 Commerce Boulevard

# 127
Rohnert Park, CA 94928
Jason Johnson

Jason Johnson

Portfolio Manager/Wealth Advisor

Jason Johnson, CFA, is both a Financial Advisor and Portfolio Manager. Jason holds the highly regarded Chartered Financial Analyst designation and has a degree in 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 Strategic Wealth Advisors Group: Series 66

CA Insurance License # 0K23781


Jason Johnson is a Registered Representative with LPL Financial