PJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$64.0M
Fee Structure
This document does not contain any fee information. It is a brochure supplement for Henry Reed.
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Advisor Information
Office location
2051 Grant Road, Suite 240, Los Altos, CA, 94024-6913
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is the President of AdvisorPress, Inc., a publisher of personal financial planning information. Activities include financial literacy events and publishing books and articles.
Employment History
Current Registrations
Pwjohnson Wealth & Legacy, LLC
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Oneascent Financial Services LLC
December 2018 - July 2020 · 1 yr 7 mos
Pwjohnson Wealth Management
May 1990 - December 2018 · 28 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.