KJ
CFP
KJ
CFP
Kerke Johnson
37 Years of Experience
Norfolk, VA
1 DisclosureBroker
Kerke Johnson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Norfolk, VA, with 37 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
999 Waterside Dr Ste 1800, Dominion Tower, [V4-Rbo], Norfolk, VA, 23510
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2004Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
December 2008 - Present · 17 yrs 5 mos
Wells Fargo Advisors
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
Banc of America Investment Services, INC.
December 2004 - December 2008 · 4 yrs
Banc of America Investment Services, INC.Broker
December 2004 - December 2008 · 4 yrs
Raymond James Financial Services
June 2001 - December 2004 · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2001 - December 2004 · 3 yrs 8 mos
Centura Securities, INC.Broker
March 1999 - April 2001 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
January 1999 - March 1999 · 2 mos
Robert Thomas Securities, INCBroker
April 1995 - January 1999 · 3 yrs 9 mos
Compulife Investor Services, INC.Broker
January 1995 - April 1995 · 3 mos
ICMA - Rc Services, INC.Broker
February 1991 - December 1994 · 3 yrs 10 mos
Ids Life Insurance CompanyBroker
May 1988 - February 1991 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
May 1988 - February 1991 · 2 yrs 9 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.