JJ
JJ

Johnson Jimison

30 Years of Experience
Duluth, GA
Broker

Johnson Jimison is a registered investment advisor at Primerica Advisors, based in Duluth, GA, with 30 years of industry experience. Johnson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

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

1 Primerica Parkway, Duluth, GA, 30099

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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

Johnson sells investment-related products for companies affiliated with PFS Investments Inc. He also works as a real estate agent and may receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals; these activities take about 10-20% of his time.

Employment History
Current Registrations
Primerica Advisors
July 2019 - Present · 7 yrs
PFS Investments INC.
July 2019 - Present · 7 yrs
PFS Investments INC.Broker
July 2019 - Present · 7 yrs
Previous Registrations
Msc - Bd, LLCBroker
January 2019 - July 2019 · 6 mos
Naples Asset Management CO., LLC
October 2018 - April 2019 · 6 mos
Secure Investment Management, LLC
June 2017 - May 2018 · 11 mos
Cetera Investment Services LLCBroker
March 2014 - May 2017 · 3 yrs 2 mos
Cetera Investment Advisers LLC
March 2014 - May 2017 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2014 · 1 yr 5 mos
J.P. Morgan Securities LLC
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.
January 2012 - October 2012 · 9 mos
Chase Investment Services CORP.Broker
January 2012 - October 2012 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2011 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - December 2011 · 2 yrs 2 mos
Banc of America Investment Services, INC.
February 2001 - October 2009 · 8 yrs 8 mos
Banc of America Investment Services, INC.Broker
January 2001 - October 2009 · 8 yrs 9 mos
Wachovia Brokerage ServiceBroker
February 1997 - February 2000 · 3 yrs
Banc One Securities CorporationBroker
October 1996 - January 1997 · 3 mos
Gna Securities, INC.Broker
September 1994 - October 1996 · 2 yrs 1 mo
Pruco Securities CorporationBroker
January 1994 - October 1994 · 9 mos
State Registrations13 states
ARCAFLGAMAMEMIMTNJNYOHTNUT
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.
Johnson Jimison - Financial Advisor | TrueAdvisor