EJ
EJ

Eugene Johnson

34 Years of Experience
Chicago, IL
Broker

Eugene Johnson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Chicago, IL, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

307 N Michigan Ave., Ste. 820, Chicago, IL, 60601

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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

Eugene is an attorney in Willowbrook, IL since 1977 and owner/farmer of Springer Farm since 1986. He is also an advisory representative of CIRA, spending nearly full-time hours per week in advisory and trading activities, and an Investment Advisor Representative at Grant Park Advisors, LLC, dedicating full-time hours per month to advisory and trading activities.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2018 - Present · 8 yrs 4 mos
Cambridge Investment Research, INC.Broker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Rothschild Investment Corporation
September 1991 - November 2010 · 19 yrs 2 mos
Rothschild Investment CorporationBroker
September 1991 - June 2017 · 25 yrs 9 mos
State Registrations6 states
AZILMANCOHTX
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.