MJ
MJ

Marie Johnson

40 Years of Experience
Redlands, CA
BrokerSells Insurance

Marie Johnson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Redlands, CA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Redlands, CA

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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

Marie is an agent selling term life insurance since 2008. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
August 1998 - Present · 27 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 1998 - Present · 27 yrs 9 mos
Previous Registrations
Raymond James Financial Services
August 1998 - January 2009 · 10 yrs 5 mos
Ba Investment Services, INC.Broker
May 1992 - August 1998 · 6 yrs 3 mos
Gna Securities, INC.Broker
March 1989 - June 1992 · 3 yrs 3 mos
Security First Financial, INC.Broker
August 1985 - February 1989 · 3 yrs 6 mos
State Registrations23 states
ALARAZCACOFLGAIDILINKSKYLAMAMDMIMTNVNYORTXUTWA
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.
Marie Johnson - Financial Advisor | TrueAdvisor