MJ
MJ

Mark Johnson

35 Years of Experience
Creve Coeur, MO
2 DisclosuresBroker

Mark Johnson is a registered investment advisor at Edward Jones, based in Creve Coeur, MO, with 35 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11258 Olive Blvd, Creve Coeur, MO, 63141

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History

Regulatory History (2)
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.
Customer Dispute
March 2001
Denied
Customer Dispute
March 2000
Denied
Other Business Activities

Mark is a director and secretary for MBL Enterprises, a distributor of framing supplies, since 2002. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Edward Jones
October 2014 - Present · 12 yrs
Edward JonesBroker
May 2003 - Present · 23 yrs 5 mos
Previous Registrations
Union Planters Investment Advisors, INC.
September 2001 - May 2003 · 1 yr 8 mos
Pfic Securities CorporationBroker
November 1999 - May 2003 · 3 yrs 6 mos
Magna InvestmentsBroker
March 1995 - November 1999 · 4 yrs 8 mos
Mark Twain Brokerage Services, INC.Broker
January 1993 - March 1995 · 2 yrs 2 mos
Cutter and Company Brokerage, INC.Broker
October 1991 - September 1992 · 11 mos
American Express Financial Advisors INC.Broker
January 1991 - October 1991 · 9 mos
Ids Life Insurance CompanyBroker
January 1991 - October 1991 · 9 mos
State Registrations20 states
AZCACOFLGAILINMIMNMONCNENMNYOHPASCTXWAWI
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.
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