LJ
CFP
LJ
CFP

Laura Johnston

22 Years of Experience
Clayton, MO
1 DisclosureBroker

Laura Johnston is a CFP-designated registered investment advisor at &partners, based in Clayton, MO, with 22 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

7701 Forsyth Blvd., 8th Floor, Clayton, 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.
Customer Dispute
November 2014
Denied
Employment History
Current Registrations
&partnersBroker
June 2024 - Present · 2 yrs 1 mo
&partners
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
April 2023 - July 2024 · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - July 2024 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2023 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2008 - April 2023 · 15 yrs 3 mos
A. G. Edwards & Sons, INC.
November 2003 - January 2008 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 2003 - January 2008 · 4 yrs 2 mos
State Registrations5 states
COILLANCTX
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.
Laura Johnston - Financial Advisor | TrueAdvisor