Trilogy Financial Services

Aaron Johnson

Address:

1400 Fashion Island Blvd Ste 1000

San Mateo, CA 94404

Map it | Directions | Website

(650) 227-4702

5 Years of Experience

Insurance License# 0G13723
Series 6, 65, 7, 63
CRD# 5501671

Offers & Pledges

I provide a free initial consultation:

Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the best possible service for all his clients.

Aaron demonstrated responsibility from a young age, becoming an Eagle Scout at the age of 16. He graduated from the University of California at Santa Barbara in 2006, which included a year spent abroad studying in Madrid, Spain. He joined Trilogy Financial Services at the beginning of 2008. Due to his hard work and perseverance, he was one of the first representatives promoted to Vice President of Investments in Corona in January 2012.

Aaron works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals, implementing strategies unique to each client's situation.

Aaron is an Investment Advisory Representative and holds the Series 6, 7, 63, 65, Life and Long Term Care insurance licenses. His other interests include sports, snowboarding, and travel.

HighLights

HIGHLIGHTS

General Information

Firm Start Year:	1999
No.of Employees:	100-499
Insurance License#:	0G13723

Name of Broker/Dealer:

National Planning Corporation

States Licensed in:

California, with clients in many other states.

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types:

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Health, Variable Life, Disability, Life, Variable Annuity, Long Term Care

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

Compensation Methods:

Based on Assets, Flat Fee

Articles

New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more

Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more

Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more

Schedule a Free Initial Consultation

No obligation to hire
primarily to evaluate mutual fit.

	Mon.	8:00 AM - 5:00 PM
	Tue.	8:00 AM - 5:00 PM
	Wed.	8:00 AM - 5:00 PM
	Thu.	8:00 AM - 5:00 PM
	Fri.	8:00 AM - 5:00 PM