Amy
Johnson
Perennial Financial Services
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About this Advisor
Amy Johnson is a financial advisor operating in Los Angeles, California, with a total of 4 years of relevant experience. Johnson currently works for Perennial Financial Services. Their career trajectory has included roles at Jp Morgan Securites LLC, Jp Morgan Chase Bank, Edward Jones, Lpl Financial, LLC and Perennial Investment Advisors, LLC. Johnson has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in California. Perennial Financial Services is a business that has its headquarters in Los Angeles, CA. The company has offices in nine locations and a total of 22 people on staff. It handles $686 million in assets under management across its 2,918 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 2,918 client accounts, 20% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. Fee types charged by Perennial Financial Services can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perennial Financial Services Brokerage Details
$686,390,353
22
2,918
$235,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amy Johnson Work History
Amy has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Perennial Investment Advisors, LLC
Edward Jones
Jp Morgan Securites LLC
Jp Morgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perennial Financial Services
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Santa Monica, CA
Los Angeles, CA
Encino, CA
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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