LPL Financial
47yrs
Top advisor by experience in San Diego
13yrs
Eric Johnson
Financial advisor at Osaic Wealth
Based in San Diego, California, Eric Johnson is a fiduciary financial advisor with 13 years of industry experience. Eric joined Osaic Wealth in 2026, after ten years at Trilogy Capital. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office17190 Bernardo Center Drive Suite 200, San Diego, CA 92128
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2026Trilogy Capital, Inc.Previously
Contact Eric
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Eric. 17190 Bernardo Center Drive Suite 200San Diego, CA 92128Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Osaic Wealth at (800) 821-5100 and ask for Eric Johnson. Eric works from the San Diego, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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