Morgan Stanley
42yrs
Top advisor by experience in Cupertino
2yrs
Based in Cupertino, California, Benjamin Johnson is a fiduciary financial advisor with 2 years of industry experience. Benjamin has been with CWM since 2025. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office20370 Town Center Lane, Suite 254, Cupertino, CA 95014
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?2 states
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowCWM, LLCCurrent firm
Contact Benjamin
20370 Town Center Lane, Suite 254Cupertino, CA 95014Office · Get directions Firm main line(402) 330-0808Headquarters: CWM · Omaha, NE
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Benjamin
How do I contact Benjamin?
Call CWM at (402) 330-0808 and ask for Benjamin Johnson. Benjamin works from the Cupertino, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Benjamin hold?
Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Benjamin 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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