RJ
RJ

Reuben Johnson

16 Years of Experience
Anniston, AL
1 DisclosureBroker

Reuben Johnson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Anniston, AL, with 16 years of industry experience. Reuben is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25502 advisors
Number of Clients
1,838,984 clients
Average Client Portfolio
$969K average
Assets Under Management
$1781.6B

Fee Structure

Investment management only (planning not offered)

Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:

  • Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
  • Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.

Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.

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Location

1011 Leighton Ave, Anniston, AL, 36207

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History

Regulatory History (1)
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Judgment / Lien
December 2010
Other Business Activities

Reuben is a trustee/board member for the Community Foundation of Northeast Alabama, a charitable organization, dedicating minimal time. He also owns RQJ Ventures LLC, formed for real estate investment, and spends a few hours per week on this venture.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2021 - Present · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bbva Wealth Solutions INC.
September 2014 - June 2021 · 6 yrs 9 mos
Bbva Securities INC.Broker
September 2014 - June 2021 · 6 yrs 9 mos
Bb&t Investment Services, INC.
June 2010 - July 2014 · 4 yrs 1 mo
Bb&t Investment Services, INC.Broker
June 2010 - July 2014 · 4 yrs 1 mo
Edward Jones
September 2009 - March 2010 · 6 mos
Edward JonesBroker
August 2009 - March 2010 · 7 mos
State Registrations9 states
ALCODEFLGAILSCTNVA
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.
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