JJ
CFP
JJ
CFP

Joseph Johnson

26 Years of Experience
Alpharetta, GA
Broker

Joseph Johnson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2006 - February 2013 · 6 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2006 - February 2013 · 6 yrs 4 mos
Suntrust Investment Services, INC.
May 2002 - October 2006 · 4 yrs 5 mos
Suntrust Investment Services, INC.Broker
June 2001 - October 2006 · 5 yrs 4 mos
Sei Investments Distribution CO.Broker
May 2000 - June 2001 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
September 1999 - November 1999 · 2 mos
State Registrations16 states
COCTDEFLGAILINMDNCNYOHSCTNUTVAWA
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.