Bernard & Johnson

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

201 S Lake Ave Ste 703, Pasadena, Califo...

Phone Number

(626) 405-2920

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Bernard & Johnson

Bernard & Johnson is an independent registered investment advisor based in California, specializing in comprehensive financial planning and wealth management services. They focus on helping clients untangle complex financial situations, including investments, trusts, and taxation issues, to align their financial plans with life goals. The firm caters to individuals facing significant life changes, such as loss of a spouse, divorce, or retirement planning. With a commitment to objective advice and personalized service, Bernard & Johnson aims to be a trusted partner in their clients' financial journeys.Explore more
Popular SearchesBernard & Johnson LLCBernard & JohnsonBernardandjohnsonBernard and Johnson LLCSIC Code 62,628NAICS Code 52,523Show more

Bernard & Johnson Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bernard & Johnson

<$5M
1-10
Private
-
2009
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
1998
SB
Shari BurnumCEO and Founder
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2010
DB
David BrowerChief Investment Officer & Principal
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
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Company Profile Activity

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Activity Insights

Bernard & Johnson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bernard & Johnson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bernard & Johnson.

Bernard & Johnson Tech Stack

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Frequently Asked Questions Regarding Bernard & Johnson

What is Bernard & Johnson's official website?
Bernard & Johnson's official website is www.bernardandjohnson.com
What is Bernard & Johnson's Revenue?
Bernard & Johnson's revenue is <$5 Million
What is Bernard & Johnson's SIC code?
Bernard & Johnson's SIC: 62,628
What is Bernard & Johnson's NAICS code?
Bernard & Johnson's NAICS: 52,523
How many employees does Bernard & Johnson have?
Bernard & Johnson has 1-10 employees
What industry does Bernard & Johnson belong to?
Bernard & Johnson is in the industry of: Finance, Securities Trading
What is Bernard & Johnson competition?
Bernard & Johnson top competitors include: Trinity Wealth Management, Sierra Pacific Financial Advisors, Salient Wealth Planning Group, Thrive Wealth Advisors
What technology does Bernard & Johnson use?
Some of the popular technologies that Bernard & Johnson uses are: WordPress.org, PHP, JQuery 1.11.1, Google Font API
How do I contact Bernard & Johnson?
Bernard & Johnson contact info: Phone number: (626) 405-2920 Website: www.bernardandjohnson.com
What does Bernard & Johnson do?

Bernard & Johnson is an independent registered investment advisor based in California, specializing in comprehensive financial planning and wealth management services. They focus on helping clients untangle complex financial situations, including investments, trusts, and taxation issues, to align their financial plans with life goals. The firm cate... rs to individuals facing significant life changes, such as loss of a spouse, divorce, or retirement planning. With a commitment to objective advice and personalized service, Bernard & Johnson aims to be a trusted partner in their clients' financial journeys.Read More

Is Bernard & Johnson a public company?
Bernard & Johnson is private company therefore does not currently have an official ticker symbol
See more information about Bernard & Johnson

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