SJ
SJ

Scott Johnson

19 Years of Experience
Baton Rouge, LA
4 DisclosuresBrokerSells Insurance

Scott Johnson is a registered investment advisor at State Farm Investment Management CORP., based in Baton Rouge, LA, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4981 Bluebonnet Blvd, Baton Rouge, LA, 70809

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History

Regulatory History (4)
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Regulatory
October 2025
Final
Employment Separation After Allegations
September 2019
Regulatory
April 2011
Final
Customer Dispute
December 2009
Settled
Other Business ActivitiesSells Insurance

Scott owns Scott D Johnson's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also works as an assistant 8th grade boys basketball coach at Parkview Baptist Middle School.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2021 - Present · 5 yrs
State Farm Vp Management CORP.
May 2021 - Present · 5 yrs 2 mos
State Farm Vp Management CORP.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
State Farm Vp Management CORP.Broker
December 2008 - October 2019 · 10 yrs 10 mos
Nwt Financial Group, LLCBroker
June 2007 - October 2008 · 1 yr 4 mos
Electronic Access Direct, INC.Broker
October 2004 - May 2007 · 2 yrs 7 mos
Sunstate Equity TradingBroker
July 2004 - October 2004 · 3 mos
State Registrations1 state
LA
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.