CJ
CFP
CJ
CFP

Craig Johnson

28 Years of Experience
Kodiak, AK
1 DisclosureBroker

Craig Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kodiak, AK, with 28 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

1627 Mill Bay Road, Kodiak, AK, 99615

Get directions

History

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.
Customer Dispute
August 2001
Denied
Other Business Activities

Craig owns rental real estate property and is an officer (President) of Haven Financial Partners LLC, his branch office. He also serves as a director for the Kodiak Island Borough Mission Lake Tidegate Service District, dedicating minimal time to both the real estate and director roles, and about 10-20% of his time to Haven Financial Partners.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2020 - December 2020 · 0 mos
Edward Jones
January 2007 - January 2021 · 14 yrs
Edward JonesBroker
July 1998 - January 2021 · 22 yrs 6 mos
Nylife Securities INC.Broker
October 1997 - September 1998 · 11 mos
State Registrations28 states
AKAZCACOCTFLGAHIIDILKSMAMEMNMONCNDNVNYORPARISCSDTXVAWAWY
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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