Stephen
Johns

Avantax Advisory Services

CRD#6008050
Investment Advisor
in Valencia, CA

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About this Advisor

Stephen Johns is a financial advisor who works out of Valencia, California, with 6 years of relevant experience. Johns is an advisor for Avantax Advisory Services. Their career trajectory has included roles at Kenwood LLC Property Management, Martin Wealth Management, Avantax Investment Services, Inc, Madmen Capital, Martin & Company, Avantax Advisory Services and Martin & Company Tax And Wealth Advisors. Johns maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Avantax Advisory Services is a company operating out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in total assets among its 123,393 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which service is offered. However, fees billed by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

28494 Westinghouse Place Suite 111
Valencia, CA 91355

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stephen Johns Work History

Stephen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Avantax Advisory Services

2015 - Present (9 years)

Martin & Company

2012 - Present (12 years)

Avantax Investment Services, Inc

2011 - Present (13 years)

Kenwood LLC Property Management

2011 - Present (13 years)

Madmen Capital

2011 - Present (13 years)

Martin & Company Tax And Wealth Advisors

2011 - 2020 (9 years)

Martin Wealth Management

*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 Stephen Johns 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 Avantax Advisory Services

Annie Fruge
Irving, TX
Nicholas Randone
Melville, NY
Neil Nowitzke
Ann Arbor, MI
Andrew Smith
Gadsden, AL
Jeanne Helmar
Lansdale, PA
Brandon Melton
Irving, TX
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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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