Christian
Johnson

Goldman Sachs Personal Financial Management

CRD#1286525
Investment Advisor
in Paradise Valley, AZ

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About this Advisor

Christian Johnson is a certified financial planner working out of Paradise Valley, Arizona who has 8 years of industry experience. Johnson is currently employed by Goldman Sachs Personal Financial Management. Throughout their career, Johnson has worked at Capital Investment Counsel, Inc and United Capital Financial Advisers, LLC. Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Colorado, Texas and Wyoming. Goldman Sachs Personal Financial Management is a financial advisory business operating out of Newport Beach, CA. It has offices in 87 locations and a total of 727 advisors. It manages $13 billion in total assets among its 82,991 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 153 charities and foundations. Of its 82,991 accounts, 17% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on which service is offered. Fees charged by Goldman Sachs Personal Financial Management may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

7373 N Scottsdale Rd Ste A-250
Paradise Valley, AZ 85253

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

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

727

AZ Average: 43
Total Number of Accounts

82,991

AZ Average: 3,727
Average Account Size

$158,797

AZ Average: $2,033,427

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Christian Johnson Work History

Christian has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

United Capital Financial Advisers, LLC

1984 - 2015 (31 years)

Capital Investment Counsel, Inc

*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 Christian 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 Goldman Sachs Personal Financial Management

Maureen Kerr
New York, NY
Christine Matthew
Los Angeles, CA
Tyson Lokke
Reno, NV
Monalynd Young
Irving, TX
Stephen Japowicz
Troy, MI
Ashley Schexnaildre
Westport, CT
Donald Lewis
Newport Beach, CA
Matthew Bennett
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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