JJ
JJ
Jennifer Johnston
31 Years of Experience
Corte Madera, CA
1 DisclosureBroker
Jennifer Johnston is a registered investment advisor at Charles Schwab & CO., INC., based in Corte Madera, CA, with 31 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1704 Redwood Highway, Corte Madera, CA, 94925
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Award / Judgment
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.Broker
September 2020 - July 2024 · 3 yrs 10 mos
TD Ameritrade Investment Management, LLC
September 2020 - September 2023 · 3 yrs
TD Ameritrade, INC.
September 2020 - October 2022 · 2 yrs 1 mo
VALIC Financial Advisors, INC.
February 2020 - June 2020 · 4 mos
VALIC Financial Advisors, INC.Broker
May 2019 - June 2020 · 1 yr 1 mo
Mcclurg Capital CorporationBroker
February 2009 - May 2019 · 10 yrs 3 mos
Banc of America Investment Services, INC.Broker
July 1999 - December 2008 · 9 yrs 5 mos
Banc of America Investment Services, INC.
May 1998 - December 2008 · 10 yrs 7 mos
Ba Investment Services, INC.Broker
April 1996 - July 1999 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
April 1995 - February 1996 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1994 - March 1995 · 1 yr 1 mo
State Registrations23 states
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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.