Mark Johnson is a registered investment advisor at Edward Jones, based in Creve Coeur, MO, with 34 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
11258 Olive Blvd, Creve Coeur, MO, 63141
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2001Customer Dispute
March 2000Other 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
Edward JonesBroker
Previous Registrations
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Magna InvestmentsBroker
Mark Twain Brokerage Services, INC.Broker
Cutter and Company Brokerage, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
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.