Jennifer Johnson
Jennifer Johnson is a registered investment advisor at Osaic Institutions, INC., based in Scottsdale, AZ, with 22 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History (1)
Criminal
May 2012Other Business Activities
Jennifer works as an advisory representative of a registered investment advisor (RIA). This activity is investment-related and takes about 10-20% of her time.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Independent Financial Partners
Ifp Securities, LLCBroker
Ameritas Investment CORP.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Smith Hayes Financial Services CorporationBroker
Smith Hayes Advisers INC
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 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.