Janice Johnson
Janice Johnson is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Manchester, CT, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
843 Main St, Ste 10, Manchester, CT, 06040
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Janice is an independent insurance agent since 2000, and also works as a registered dietitian and adjunct faculty. She is also involved in tax planning/preparation, marketing, and serves on various boards, including a pension fund and housing authority.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Wrp Investments, INC.
Wrp Investments, INC.Broker
H. Beck, INC.Broker
H. Beck, INC.
Financial Network Concepts LLC
Main Street Management CompanyBroker
H.D. Vest Investment ServicesBroker
State Registrations14 states
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.