RJ
RJ

Rebecca Johnson

40 Years of Experience
Tucson, AZ
Broker

Rebecca Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tucson, AZ, with 40 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

5210 E Williams Cir Ste 130, Tucson, AZ, 85711

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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 Activities

Rebecca serves on the Board of Directors for Johnson, dedicating minimal time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 7 mos
Ameriprise Financial Services, LLC
May 1985 - Present · 41 yrs
Ameriprise Financial Services, LLCBroker
May 1985 - Present · 41 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
June 2001 - July 2006 · 5 yrs 1 mo
Ids Financial Services INC.Broker
May 1985 - December 1986 · 1 yr 7 mos
State Registrations35 states
AKALAZCACOCTDEFLGAIAILINKSMAMDMIMNMTNCNDNENJNMNVNYOHORPATXUTVAVTWAWIWV
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.
Rebecca Johnson - Financial Advisor | TrueAdvisor