EJ
EJ

Elizabeth Johns

25 Years of Experience
Duncansville, PA
Broker

Elizabeth Johns is a registered investment advisor at Wells Fargo Advisors, based in Duncansville, PA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

260 Convention Center Drive, Duncansville, PA, 16635

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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

Elizabeth co-owns Central PA Radiator LLC with her spouse, dedicating a few hours per week to bookkeeping and personnel records management. She is also a notary public and serves as executor for her father's estate, spending a few hours per week on each activity.

Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2016 - October 2021 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2015 - October 2021 · 6 yrs 7 mos
Mwa Financial Services INC.Broker
December 2013 - August 2014 · 8 mos
PNC Investments
January 2004 - December 2011 · 7 yrs 11 mos
PNC InvestmentsBroker
January 2004 - December 2011 · 7 yrs 11 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
July 1998 - June 2002 · 3 yrs 11 mos
Smith Barney INC.Broker
May 1998 - July 1998 · 2 mos
State Registrations1 state
PA
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.