Julian Johnson has been an investment adviser representative at Castleview Partners since March 2024, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
- Castleview Partners, LLCCurrent– present · 2 yearsPlano, TX · Adviser representative · Firm CRD 281410
Investment adviser representative registrations
Julian Johnson is registered as an investment adviser representative in Texas, since March 2024.
- TexasSince 4 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 November 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Julian Kaye Johnson
- CRD
- 5649819
- Firm
- Castleview Partners · CRD 281410
- Office
- Plano, TX
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Julian Johnson work?
Julian Johnson is an investment adviser representative registered through Castleview Partners, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Julian Johnson a financial advisor?
Yes. Julian Johnson has a current investment-adviser registration in Texas, through Castleview Partners since March 2024.
How many years of experience does Julian Johnson have?
Julian Johnson has 14 years in the financial industry, since November 2011, across 1 adviser firm.
What exams has Julian Johnson passed?
Julian Johnson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2011. FINRA credited Julian Johnson with the SIE, which began in October 2018.
Where is Julian Johnson based?
Julian Johnson’s registered office is in Plano, TX.
Is Julian Johnson registered with FINRA?
No. Julian Johnson has no current broker registration.
How can I verify Julian Johnson’s record?
Search CRD 5649819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julian Johnson’s full registration record.
