JJ
JJ

Jody Johnson

39 Years of Experience
Hingham, MA
Broker

Jody Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hingham, MA, with 39 years of industry experience. Jody 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

25 Recreation Park Drive, Suite 210, Hingham, MA, 02043

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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

Jody is involved in business ownership, other activities, and consulting. This takes about a third of Jody's time, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2024 - Present · 1 yr 11 mos
Ameriprise Financial Services, LLC
August 2000 - Present · 25 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2013 - December 2022 · 9 yrs 11 mos
Ameriprise Financial Services, INC.
October 2006 - December 2012 · 6 yrs 2 mos
Ids Life Insurance CompanyBroker
August 2000 - July 2006 · 5 yrs 11 mos
Pruco Securities CorporationBroker
October 1998 - June 2000 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
November 1986 - September 1998 · 11 yrs 10 mos
State Registrations2 states
CTMA
AdvisorBroker

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.
Jody Johnson - Financial Advisor | TrueAdvisor