Johnson George Andrews
JA
CFP
Johnson George Andrews
JA
CFP

Johnson George Andrews

24 Years of Experience
1 Disclosure
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
6,259 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$8.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $650K1.00%
$650K - $800K0.80%
$800K - $1.1M0.70%
$1.1M - $2.0M0.60%
$2.0M - $10.0M0.50%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3131 Camino Del Rio N, Suite 1550, San Diego, CA, 92108

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Settled
Employment History
Current Registrations
Pure Financial Advisors, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - December 2021 · 1 yr 1 mo
Cetera Investment Services LLCBroker
November 2020 - December 2021 · 1 yr 1 mo
Advice and Planning Services
August 2015 - November 2020 · 5 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2015 - November 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - August 2015 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - August 2015 · 4 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2009 - November 2010 · 1 yr 1 mo
National Planning CorporationBroker
October 2009 - November 2010 · 1 yr 1 mo
Fsc Securities Corporation
December 2007 - October 2009 · 1 yr 10 mos
Fsc Securities CorporationBroker
December 2007 - October 2009 · 1 yr 10 mos
AXA Advisors, LLC
April 2005 - December 2007 · 2 yrs 8 mos
AXA Advisors, LLCBroker
August 2001 - December 2007 · 6 yrs 4 mos
First Republic Group, LLCBroker
December 2000 - February 2001 · 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Johnson George Andrews - Financial Advisor | TrueAdvisor