Jacob Johnson has been an investment adviser representative at Compass Financial Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
- – present · under a yearSan Diego, CA · Adviser representative · Firm CRD 156345
Investment adviser representative registrations
Jacob Johnson is registered as an investment adviser representative in California, since December 2025.
- CaliforniaSince 10 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8200398
- Firm
- Compass Financial Management · CRD 156345
- Office
- 4025 CAMINO DEL RIO SOUTH, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Johnson work?
Jacob Johnson is an investment adviser representative registered through Compass Financial Management LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Johnson a financial advisor?
Yes. Jacob Johnson has a current investment-adviser registration in California, through Compass Financial Management since December 2025.
How many years of experience does Jacob Johnson have?
Jacob Johnson has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Jacob Johnson passed?
Jacob Johnson passed the Series 65 in November 2025.
Where is Jacob Johnson based?
Jacob Johnson’s registered office is in San Diego, CA.
Is Jacob Johnson registered with FINRA?
No. Jacob Johnson has no current broker registration.
How can I verify Jacob Johnson’s record?
Search CRD 8200398 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Johnson’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member