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Brent J

CFP®, Series 66

Camarillo, CA

Mutual Advisors, LLC

Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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Jeffrey W

Series 63, Series 66

Camarillo, CA

Mutual Advisors, LLC

Jeffrey Wright is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at LPL Financial before joining Mutual Advisors and Mutual Securities in 2018. Mutual Advisors serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm uses a blend of active and passive strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
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