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Kevin Johnson

Benjamin F. Edwards & Company, Incorporated
24 Years of Experience
St. Louis, MO
1 DisclosureBroker
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Kevin Johnson is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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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.
Criminal
May 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin acts as a guardian for his daughter, dedicating minimal time to this role. This activity is investment-related.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
March 2022 - Present · 4 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2013 - April 2022 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2013 - April 2022 · 8 yrs 6 mos
Hightower Advisors, LLC
April 2012 - August 2013 · 1 yr 4 mos
Hightower Securities, LLCBroker
April 2012 - August 2013 · 1 yr 4 mos
Advanced Equities, INC.
February 2010 - April 2012 · 2 yrs 2 mos
Advanced Equities, INC.Broker
February 2010 - April 2012 · 2 yrs 2 mos
Advanced Equities, INC.
January 2010 - January 2010 · 0 mos
Advanced Equities, INC.
November 2007 - January 2010 · 2 yrs 2 mos
Advanced Equities, INC.Broker
November 2007 - January 2010 · 2 yrs 2 mos
Matrix U.S.A., LLCBroker
March 2003 - November 2007 · 4 yrs 8 mos
Lehman Brothers INC.Broker
October 2001 - December 2002 · 1 yr 2 mos
State Registrations22 states
AZCACOFLGAIAILINKSKYMINCNMOHPASCTNTXVAWAWIWV
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.
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