Benjamin Paul Johnson

Summit Trail Advisors, LLC

20 Years of Experience

Broker

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Areas of Practice

Estate PlanningTax PlanningInsurance Planning

Summit Trail Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

1,139 clients

Average Client Portfolio

$20.8M average

Assets Under Management

$23.6B

Fee Structure

Location

Aurora, IL

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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.

Other Business Activities

Benjamin is a partner at Summit Trails Advisors LLC, a registered investment advisor, since 2015. He dedicates a full-time commitment to portfolio conservation.

Employment History

Current Registrations

Summit Trail Securities, LLCBroker

July 2017 - Present · 8 yrs 7 mos

Summit Trail Advisors, LLC

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Barclays Capital INC.

January 2009 - July 2015 · 6 yrs 6 mos

Barclays Capital INC.Broker

September 2008 - July 2015 · 6 yrs 10 mos

Lehman Brothers INC.

March 2008 - October 2008 · 7 mos

Lehman Brothers INC.Broker

April 2007 - September 2008 · 1 yr 5 mos

Sanford C. Bernstein & CO., LLCBroker

August 2004 - April 2007 · 2 yrs 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.