RJ
ChFC
RJ
ChFC

Robert Johnson

38 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance

Robert Johnson is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1998
Final
Other Business ActivitiesSells Insurance

Robert sells insurance products other than Guardian products when those products don't meet client needs, dedicating minimal time to this. He also owns multiple rental properties.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2003 - Present · 22 yrs 11 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 4 mos
Previous Registrations
Guardian Investor Services CorporationBroker
September 1995 - May 1999 · 3 yrs 8 mos
CUNA Brokerage Services, INC.Broker
October 1993 - September 1995 · 1 yr 11 mos
Century Investors of America, INC.Broker
October 1987 - October 1993 · 6 yrs
State Registrations24 states
ALAZCOFLGAIAILINKYNCNHNJNMNVNYOHORPASCTNTXVAWAWV
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.
Robert Johnson - Financial Advisor | TrueAdvisor