James Johnston
James Johnston is a registered investment advisor at Osaic Wealth, INC., based in Cherry Hill, NJ, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1909 Route 70 East, Suite 100, Cherry Hill, NJ, 08003
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an advisor and manager at Wealth Management Associates, Inc., an independent RIA, dedicating about a quarter of his time to this role. He also engages in occasional fixed insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations29 states
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