MJ
MJ

Matthew Johnson

27 Years of Experience
Richmond, VA
Broker

Matthew Johnson is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 27 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

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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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

Matthew is an officer (Treasurer) and board member of Meadowbrook Country Club, a non-profit recreational club, since 2021. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Raymond James & Associates, INC.
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
May 2008 - July 2015 · 7 yrs 2 mos
Suntrust Investment Services, INC.
May 2008 - July 2015 · 7 yrs 2 mos
Morgan Keegan & Company, INC.
April 2007 - August 2007 · 4 mos
Morgan Keegan & Company, INC.Broker
April 2007 - August 2007 · 4 mos
Pfic Advisors, INC.
November 2006 - April 2007 · 5 mos
Pfic Securities CorporationBroker
June 2006 - April 2007 · 10 mos
Banc of America Investment Services, INC.
November 2003 - May 2006 · 2 yrs 6 mos
Banc of America Investment Services, INC.Broker
March 1998 - May 2006 · 8 yrs 2 mos
State Registrations13 states
CADCFLGAMDNCNJNYOHSCTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Johnson - Financial Advisor | TrueAdvisor