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Geoffrey J

Series 63, Series 65

Lakewood, WA

Symmetry Partners

Geoffrey Johnson is a financial advisor at Symmetry Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Merrill, John Hancock, and Virtus Investment Partners. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and offers a range of strategies through model portfolios, separately managed accounts, and sub-advisory services.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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