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SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT
JOHNSON, JACK IRVING
CRD 125451
1380 LEAD HILL BLVD.,, SUITE 106, ROSEVILLE, CA, 95661, United States
Phone
916-791-1572
Fax
916-583-7385
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $13.8M |
| High net worth individuals | 2 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD