CJ
CJ
Christian Johnson
22 Years of Experience
Petoskey, MI
1 DisclosureBroker
Christian Johnson is a registered investment advisor at J.P. Morgan Securities LLC, based in Petoskey, MI, with 22 years of industry experience. Christian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
320 Howard Street, Petoskey, MI, 49770
Get directionsHistory
Regulatory History (1)
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.
Financial
October 2017Final
Employment History
Current Registrations
J.P. Morgan Securities LLC
February 2021 - Present · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - Present · 14 yrs
Previous Registrations
Chase Investment Services CORP.Broker
March 2006 - October 2012 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - October 2000 · 8 mos
Fidelity Brokerage Services, INC.Broker
July 1995 - July 1996 · 1 yr
State Registrations21 states
AZCACOFLILKYLAMIMNMSNCNMNYOHPARISCTXUTWAWI
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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