CJ
CJ

Christopher Johnson

22 Years of Experience
Paulding, OH
BrokerSells Insurance

Christopher Johnson is a registered investment advisor at Osaic Wealth, INC., based in Paulding, OH, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

115 North Main Street, Paulding, OH, 45879

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher sells and services fixed life insurance and annuity products, primarily through FSC Agency and/or TNBC, with some direct business with Jackson National. He also serves as a board member for the Kiwanis Club of Paulding (unpaid).

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 6 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Fsc Securities Corporation
February 2004 - November 2023 · 19 yrs 9 mos
Fsc Securities CorporationBroker
February 2004 - November 2023 · 19 yrs 9 mos
State Registrations17 states
AZCACOFLGAILINKYMIMNNCNYOHSCTNTXVA
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.