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VJ
CFP · ChFC
VJ
CFP · ChFC

Vera Johnson

Fifth Third Securities, INC.
25 Years of Experience
Monroe, MI
1 DisclosureBroker
View SEC Summary
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Vera Johnson is a CFP, ChFC-designated registered investment advisor at Fifth Third Securities, INC., based in Monroe, MI, with 25 years of industry experience. Vera is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

453 South Monroe Street, Monroe, MI, 48161

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History

Regulatory History (1)
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Criminal
September 2023
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Fifth Third Securities, INC.
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
October 2011 - March 2017 · 5 yrs 5 mos
LPL Financial LLC
October 2011 - March 2017 · 5 yrs 5 mos
Uvest Financial Services Group, INC.
January 2011 - October 2011 · 9 mos
Uvest Financial Services Group, INC.Broker
January 2011 - October 2011 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - January 2011 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - January 2011 · 4 yrs 11 mos
Morgan Stanley Dw INC.Broker
January 2001 - February 2006 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - January 2001 · 4 mos
State Registrations22 states
AKALARCACOFLIAINKYLAMAMINDOHORSCSDTXUTVAWAWI
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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