EJ
EJ

Eric Johnson

25 Years of Experience
Canton, OH
Broker

Eric Johnson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Canton, OH, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

3951 Convenience Circle Nw, Suite 200, Canton, OH, 44718

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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

Eric is the head coach for the freshman football team at Jackson High School, starting in June 2023. This requires about 30% of his time and occurs during securities trading hours.

Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - Present · 17 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Butler, Wick & CO., INC.
July 2007 - March 2009 · 1 yr 8 mos
Butler, Wick & CO., INC.Broker
July 2007 - March 2009 · 1 yr 8 mos
J. P. Morgan Securities INC.
September 2006 - July 2007 · 10 mos
J.P. Morgan Securities INC.Broker
July 2006 - July 2007 · 1 yr
Jpmorgan Securities INC
March 2003 - September 2006 · 3 yrs 6 mos
Banc One Securities CorporationBroker
October 2002 - July 2006 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
December 2000 - September 2002 · 1 yr 9 mos
State Registrations27 states
ALARAZCACODCFLILKYLAMAMDMINCNENJNMNYOHOKSCTNTXUTVAWAWI
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.