Nathan Johnson has been an investment adviser representative at 818 Wealth since September 2025, and is not listed among the firm’s executive officers or direct owners.
818 Wealth, LLC is a Fort Worth, TX firm with $117M under management, 181 clients and 4 advisers in one office, as of its March 2026 filing.
Nathan Johnson’s longest registration was 2 years at Charles Schwab & Co., Inc. (2022–2025). Before joining 818 Wealth in 2025, Nathan Johnson was registered through Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
- Moffatt Financial StrategiesCurrent– present · 1 yearFort Worth, TX · Adviser representative · Firm CRD 335975
- Charles Schwab & Co., Inc.– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 5393
- TD Ameritrade, Inc.– · 1 yearWestlake, TX · Adviser representative · Firm CRD 7870
- Edward Jones– · under a yearFT Worth, TX · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Nathan Johnson is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is California, in October 2025.
- CaliforniaSince 6 October 2025
- TexasSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 31 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 August 2018 |
| Series 7 | General Securities Representative Examination | 3 August 2018 |
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Thomas Johnson
- CRD
- 6937298
- Firm
- 818 Wealth · CRD 335975
- Office
- 425 HOUSTON STREET, SUITE 575, Fort Worth, TX 76102
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Johnson work?
Nathan Johnson is an investment adviser representative registered through 818 Wealth, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Johnson a financial advisor?
Yes. Nathan Johnson has a current investment-adviser registration in California and Texas, through 818 Wealth since September 2025.
How many years of experience does Nathan Johnson have?
Nathan Johnson has 7 years in the financial industry, since June 2019, across 4 adviser firms.
What exams has Nathan Johnson passed?
Nathan Johnson has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in August 2018. FINRA credited Nathan Johnson with the SIE, which began in October 2018.
Where did Nathan Johnson work before 818 Wealth?
Before 818 Wealth, Nathan Johnson was registered through Charles Schwab & Co., Inc., October 2022 to June 2025; TD Ameritrade, Inc., July 2021 to October 2022; Edward Jones, August 2018 to August 2019.
Where is Nathan Johnson based?
Nathan Johnson’s registered office is in Fort Worth, TX.
Is Nathan Johnson registered with FINRA?
No. Nathan Johnson has no current broker registration.
How can I verify Nathan Johnson’s record?
Search CRD 6937298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Johnson’s full registration record.
