Joshua Johnson has been Chief Executive Officer, Chief Compliance Officer of Templeton Financial Services since March 2024, is a control person of the firm and directly owns 75% or more of it. Joshua Johnson studied M.Ed. at the University of Minnesota.
Templeton Financial Services Inc. is a Chandler, AZ firm with $442M under management, 315 clients and 4 advisers in one office, as of its March 2026 filing.
Josh Johnson is President/CEO of Templeton Financial Services. He has been with Templeton Financial since 2018 and has learned security valuation and selection, trading and portfolio management working alongside Len Templeton. Before Templeton, he held various positions at Cru, an international non-profit ministry, where he led teams in multiple states and countries.
- – present · 5 yearsChandler, AZ · Adviser representative · Firm CRD 128240
Investment adviser representative registrations
Joshua Johnson is registered as an investment adviser representative in 3 states. The first approvals date from March 2021; the most recent is Arizona, in April 2021.
- ArizonaSince 20 April 2021
- CaliforniaSince 23 March 2021
- FloridaSince 14 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua Brandon Johnson
- CRD
- 6887834
- Firm
- Templeton Financial Services · CRD 128240
- Role
- Chief Executive Officer, Chief Compliance Officer
- Office
- 1490 S PRICE ROAD, STE 218, Chandler, AZ 85286
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tfsformunis.com
Where does Joshua Johnson work?
Joshua Johnson has been Chief Executive Officer, Chief Compliance Officer of Templeton Financial Services Inc. since March 2024, and is a control person of the firm.
Is Joshua Johnson a financial advisor?
Yes. Joshua Johnson has a current investment-adviser registration in Arizona, California and Florida, through Templeton Financial Services since March 2021.
How many years of experience does Joshua Johnson have?
Joshua Johnson has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Joshua Johnson passed?
Joshua Johnson passed the Series 65 in March 2021.
Where is Joshua Johnson based?
Joshua Johnson’s registered office is in Chandler, AZ.
Is Joshua Johnson registered with FINRA?
No. Joshua Johnson has no current broker registration.
How can I verify Joshua Johnson’s record?
Search CRD 6887834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Johnson’s full registration record.