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About this Advisor
Brett Johnson is a chartered financial consultant working out of Draper, Utah, who has been in the financial industry for 13 years. Johnson is an advisor for Captrust. Over the course of their career, they have held roles at Kcg Securities, LLC, Knox Capital Advisors LLC, Geneos Wealth Management, Inc, M Holdings Securities, Inc, Capfinancial Securities LLC and Captrust Financial Advisors. Johnson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Captrust is a registered investment business that has its headquarters in Draper, Utah. The company has offices in 34 locations and a total of 412 people on staff. It has $274 billion in total assets across its 16,305 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 16,305 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Captrust can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Brett Johnson Work History
Brett has 13 years of experience.
Capfinancial Securities LLC
Captrust Financial Advisors
Kcg Securities, LLC
M Holdings Securities, Inc
Geneos Wealth Management, Inc
Knox Capital Advisors LLC
Brett Johnson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Captrust
Santa Barbara, CA
West Chester, OH
Santa Barbara, CA