JA
Johanna Adleson
from Libra Wealth LLC
Johanna Adleson is a financial advisor based in California, Los Gatos,
with 17 years of experience. Johanna currently works for
Libra Wealth LLC.
Johanna maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Johanna Adleson works at Libra Wealth LLC
Libra Wealth LLC is a financial advisory firm based in Los Gatos, California. It currently has approximately $339,409,125 of assets under management and employs about 3 people. Libra Wealth LLC uses a fee structure of hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
Hourly charges and fixed fees
Office location
16185 Los Gatos Blvd, Suite 205, Los Gatos, California, 95032
Advisor can help with
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