Garrett
Johnson

Forge Global Advisors LLC

CRD#6553628
Investment Advisor
in San Francisco, CA

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About this Advisor

Garrett Johnson is a financial advisor who works out of San Francisco, California with 1 year of industry experience. Johnson works at Forge Global Advisors LLC. Their career trajectory has included roles at Fresno State University, Fiba Basketball, New York Life Insurance Company, Nylife Securities LLC, Scottrade, Inc, Neuberger Berman, Gilder Gagnon Howe & Co LLC, Forge Securities LLC and Forge Global Advisors. Johnson holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in California. Forge Global Advisors LLC is a financial advisory business headquartered in San Francisco, CA. It has $421 million in assets under management across its 86 accounts, making it one of the larger firms in the nation by assets under management. The company offers portfolio management for pooled investment vehicles. Financial advisory fee schedules usually depend on the type of services provided. However, fee types billed by Forge Global Advisors LLC may include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

415 Mission Street Suite 5510
San Francisco, CA 94105

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Forge Global Advisors LLC Brokerage Details

Total Assets Under Management

$420,630,082

CA Average: $7,578,581,321
Total Number of Employees

11

CA Average: 43
Total Number of Accounts

86

CA Average: 3,727
Average Account Size

$4,891,047

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Garrett Johnson Work History

Garrett has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Forge Securities LLC

2022 - Present (2 years)

Forge Global Advisors

2021 - 2022 (1 year)

Gilder Gagnon Howe & Co LLC

2018 - 2021 (3 years)

Neuberger Berman

2016 - 2018 (2 years)

Scottrade,Inc

2015 - 2016 (1 year)

New York Life Insurance Company

2015 - 2016 (1 year)

Nylife Securities LLC

2013 - 2015 (2 years)

Fiba Basketball

2009 - 2013 (4 years)

Fresno State University

*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 Garrett 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 Forge Global Advisors LLC

James Atwood
San Francisco, CA
Garrett Johnson
San Francisco, CA

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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