SJ
SJ

Shaun Stephen Johnson

7 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

375 Park Avenue, 8th Floor, New York, NY, 10152

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History

Regulatory 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.

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Other Business Activities

Shaun works as a Senior Principal at Fiera Capital, educating financial intermediaries. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Fiera Capital INC.
November 2023 - Present · 2 yrs 3 mos
Foreside Fund Services, LLC
November 2023 - Present · 2 yrs 3 mos
Foreside Fund Services, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Pacific Investment Management Company LLC
May 2022 - October 2023 · 1 yr 5 mos
Pimco Investments LLCBroker
January 2019 - October 2023 · 4 yrs 9 mos
Foreside Fund Services, LLCBroker
August 2018 - December 2018 · 4 mos
Gurtin Municipal Bond Management
February 2018 - April 2022 · 4 yrs 2 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.