JN
JN

Johnson Noerdlinger

32 Years of Experience
Oklahoma City, OK
2 DisclosuresBroker

Johnson Noerdlinger is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Oklahoma City, OK, with 32 years of industry experience. Johnson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

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

6301 Waterford Boulevard, Oklahoma City, OK, 73118

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2015
Settled
Customer Dispute
December 2003
Closed-No Action
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
September 2018 - Present · 8 yrs 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - September 2018 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2018 · 10 yrs 8 mos
A. G. Edwards & Sons, INC.
December 1996 - January 2008 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
August 1994 - January 2008 · 13 yrs 5 mos
State Registrations21 states
ARCACODCFLGAILKSKYMANCNHNJNMNYOHOKORSCTXUT
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.
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