Jon Johnson
Jon Johnson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rapid City, SD, with 18 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1604 Mountain View Rd, Suite 2, Rapid City, SD, 57702
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Regulatory History (1)
Regulatory
February 2010Other Business ActivitiesSells Insurance
Jon is the President of JJ Advisor Services, Inc. and is involved in multiple real estate ventures. He also works as an independent insurance agent and volunteers as a financial literacy trainer, and is an advisory rep of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Signal Securities, INC.
Signal Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations22 states
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.