KJ
KJ

Kimberly Johnson

35 Years of Experience
Memphis, TN
Broker

Kimberly Johnson is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1100 Ridgeway Loop Road, Suite 500, Memphis, TN, 38120

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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

Kimberly works part-time as a personal assistant for Allen Morgan & Doug Edwards since 2012, dedicating about 10-20% of her time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - February 2013 · 8 yrs 11 mos
Morgan Keegan & Company, INC.Broker
November 1990 - February 2013 · 22 yrs 3 mos
State Registrations3 states
COFLTN
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.