BJ
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Bryce Johnson, CFP®, CPWA®, ChFC®, CIMA®, CEPA®

Financial Advisor

Newport Beach, California, United States · 1 connection

Ameriprise Financial Services, LLC

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About

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Experience

Financial AdvisorAmeriprise Financial Services, LLC
Mar 2021
VP - Financial ConsultantCharles Schwab
Aug 2020 to Feb 2021
Associate Financial ConsultantCharles Schwab
Feb 2019 to Aug 2020
Charles Schwab Financial Consultant Academy ParticipantCharles Schwab
Jul 2017 to Jan 2019
Financial Services RepresentativeNorthwestern Mutual
May 2016 to Apr 2017

Education

University of Dayton
Bachelor of Business Administration (BBA) Economics and Finance
2013 to 2017
Yale School of Management
Wealth Mangement Theory and Practice