IJ
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Ivan Johnson

21 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance

Ivan Johnson is a registered investment advisor at Stratos Wealth Partners, LTD, based in Atlanta, GA, with 21 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

7000 Central Parkway, Suite 1600, Atlanta, GA, 30328

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History

Regulatory History (2)
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Criminal
December 1997
Final Disposition
Criminal
August 1971
Final Disposition
Other Business ActivitiesSells Insurance

Ivan is an insurance broker and provides investment advisory services through Stratos Wealth Partners, LTD and Heritage Financial Partners. He dedicates nearly full-time hours to these activities and minimal time to Financial Pro Help, an entity for tax/investment purposes.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
December 2020 - Present · 5 yrs 7 mos
LPL Financial LLC
December 2020 - Present · 5 yrs 7 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - December 2020 · 3 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2020 · 3 yrs 9 mos
Msi Financial Services, INC.
December 2010 - March 2017 · 6 yrs 3 mos
Msi Financial Services, INC.Broker
October 2010 - March 2017 · 6 yrs 5 mos
Ameriprise Financial Services, INC.
January 2005 - October 2010 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
December 2004 - October 2010 · 5 yrs 10 mos
Ids Life Insurance CompanyBroker
December 2004 - July 2006 · 1 yr 7 mos
State Registrations13 states
ALCAFLGALAMDNCNYPASCTNTXVA
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.
Ivan Johnson - Financial Advisor | TrueAdvisor