Spence Johnston is a registered investment advisor at Edward Jones, based in Portland, OR, with 26 years of industry experience. Spence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
700 NE Multnomah St, Suite 530, Portland, OR, 97232
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Wm Financial Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations11 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.
Exams
More Advisors
- Colton Seiler, CFPEdward Jones
- Christian Coughlan, CFPEdward Jones
- Darrell Geymann, CFPEdward Jones
- Hailey Percival, CFPEdward Jones
- Darren RankinEdward Jones
- Kevin FisherEdward Jones