Jorie Johnson is a CFP-designated registered investment advisor at Financial Futures, based in Brielle, NJ, with 22 years of industry experience. Jorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 206 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees are billed quarterly in arrears. There is a minimum quarterly fee of $2,000. Current client relationships may have higher or lower fees.
Fee Estimator
Contact
Jorie Johnson
Location
River Place Executive Center, 1027 Nj-70, Suite 201, Brielle, NJ, 08730
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Financial Futures
State Registrations1 state
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
Additional Information
Jorie Barnett Johnson holds the Certified Financial Planner® designation and has over 20 years experience in the financial services industry.
More Advisors
- Kenneth Bogert, CFPPark Avenue Securities LLC
- Neil Tendler, PFSShore Point Advisors, LLC
- Victor Donato, CFPShore Point Advisors, LLC
- Shane Oconnor, CFPOsaic Wealth, INC.
- Neil Kriegstein, CFPOsaic Wealth, INC.
- Kelly Trageser, CFPSea Clear Financial Planning, LLC