CJ
CFP
CJ
CFP

Cody Johnson

20 Years of Experience
Salt Lake City, UT
Broker

Cody Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

231 S 1300 E, Salt Lake City, UT, 84102

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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

Cody is the sole trustee, president, and shareholder of Highpoint Wealth Management since 2010. He dedicates minimal time to this support company.

Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2009 - Present · 17 yrs
Raymond James Financial Services, INC.Broker
July 2009 - Present · 17 yrs
Previous Registrations
Edward Jones
March 2007 - July 2009 · 2 yrs 4 mos
Edward JonesBroker
June 2005 - July 2009 · 4 yrs 1 mo
State Registrations32 states
AKAZCACOCTFLGAIDILINKSLAMAMDMOMTNCNJNVNYOHOKORPASCTXUTVAVTWAWIWY
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.