John Johnson
John Johnson is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Panama City, FL, with 34 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
225 Forest Park Circle, Panama City, FL, 32405
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several business activities, including a family business (Johnson Brothers Wholesale Meats, Inc.) and Consulting & Investment Inc. of Panama City, where he is an independent insurance agent. He also works with Harbor Financial Services LLC and Level Four Advisory Services, and serves as assistant church treasurer and stewardship committee member at Rehobeth Baptist Church.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Investment Management & Research, INCBroker
State Registrations11 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.
Exams
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