IJ
IJ

Isaiah Johnson

12 Years of Experience
Fort Lee, NJ
Broker

Isaiah Johnson is a registered investment advisor at Citigroup Global Markets INC., based in Fort Lee, NJ, with 12 years of industry experience. Isaiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, Sales, 2071 Lemoine Avenue - 02, Fort Lee, NJ, 07024

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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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Employment History
Current Registrations
Citigroup Global Markets INC.Broker
February 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
January 2019 - June 2021 · 2 yrs 5 mos
Morgan Stanley
January 2019 - June 2021 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - January 2019 · 6 mos
Capital One Advisors, LLC
December 2015 - May 2018 · 2 yrs 5 mos
Capital One Investing, LLCBroker
November 2015 - May 2018 · 2 yrs 6 mos
Metlife Securities INC.
January 2015 - November 2015 · 10 mos
Metlife Securities INC.Broker
November 2014 - November 2015 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
January 2014 - September 2014 · 8 mos
Northwestern Mutual Investment Services,llc
January 2014 - September 2014 · 8 mos
Wts Proprietary Trading Group LLCBroker
April 2013 - October 2013 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - January 2012 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2012 · 1 yr
State Registrations1 state
NY
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.
Isaiah Johnson - Financial Advisor | TrueAdvisor