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JJ
JJ

Jon Johnson

Cambridge Investment Research Advisors, INC.
19 Years of Experience
Rapid City, SD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jon Johnson is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rapid City, SD, with 19 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1604 Mountain View Rd, Suite 2, Rapid City, SD, 57702

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2010
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
October 2019 - Present · 7 yrs
Cambridge Investment Research, INC.Broker
October 2019 - Present · 7 yrs
Previous Registrations
Signal Securities, INC.
March 2010 - October 2019 · 9 yrs 7 mos
Signal Securities, INC.Broker
January 2010 - October 2019 · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2009 - January 2010 · 3 mos
Waddell & Reed, INC.
July 2007 - October 2009 · 2 yrs 3 mos
Waddell & Reed, INC.Broker
July 2007 - October 2009 · 2 yrs 3 mos
State Registrations22 states
AKAZCAIALAMDMIMNMTNCNDNENMNVOHPASCSDTXUTWIWY
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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