RJ
RJ

Ronald Johnson

33 Years of Experience
Columbia, TN
BrokerSells Insurance

Ronald Johnson is a registered investment advisor at Planmember Securities Corporation, based in Columbia, TN, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Columbia, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald is the owner/agent of Evergreen Financial Partners, LLC, offering securities and insurance sales and services since January 2023. He dedicates about a quarter of his time to this activity.

Employment History
Current Registrations
Planmember Securities Corporation
September 2012 - Present · 13 yrs 8 mos
Planmember Securities CorporationBroker
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
Financial Network Investment Corporation
August 2008 - August 2012 · 4 yrs
Financial Network Investment CorporationBroker
August 2008 - August 2012 · 4 yrs
Pension Planners Securities, INC.
February 2005 - August 2008 · 3 yrs 6 mos
Pension Planners Securities, INC.Broker
November 2004 - August 2008 · 3 yrs 9 mos
Brecek & Young Advisors, INC.
February 2004 - December 2004 · 10 mos
Brecek & Young Advisors, INC.Broker
March 2001 - December 2004 · 3 yrs 9 mos
Waddell & Reed, INC.Broker
April 1999 - September 1999 · 5 mos
Franklin Financial Services CorporationBroker
July 1996 - December 1997 · 1 yr 5 mos
Investors Capital CORP.Broker
September 1994 - December 1994 · 3 mos
Phoenix Equity Planning CorporationBroker
July 1992 - December 1992 · 5 mos
H. C. Copeland and Associates Equities, INC.Broker
May 1990 - July 1991 · 1 yr 2 mos
D. F. S. & AssociatesBroker
August 1988 - March 1990 · 1 yr 7 mos
Metlife Securities INC.Broker
April 1988 - July 1988 · 3 mos
Metropolitan Life Insurance CompanyBroker
April 1988 - July 1988 · 3 mos
Private Ledger Financial Services, IncorporatedBroker
September 1987 - March 1988 · 6 mos
Commonwealth Equity Services, INC.Broker
March 1986 - October 1987 · 1 yr 7 mos
Mutual of Omaha Fund Management CompanyBroker
June 1984 - October 1985 · 1 yr 4 mos
State Registrations13 states
ARFLINKSKYLAMDMOMSNHTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.