Dana Johnson
Dana Johnson is a registered investment advisor at Johnson Capital Global Advisory L.L.C., based in Jersey City, NJ, with 16 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 9 clients with $1.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.40% |
| $250K - $500K | 0.50% |
| $500K - $1000K | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee is based on a blended tier.
Fee Estimator
Location
Jersey City, NJ
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dana works as a substitute teacher at Hoboken School of Education since 2016, spending approximately 60-64 hours per month. Dana also works as a transportation driver for Raiser LLC (Uber) since 2017, dedicating about 25 hours per month.
Employment History
Current Registrations
Johnson Capital Global Advisory L.L.C.
Previous Registrations
Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLCBroker
Santander Securities
Santander Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
E1 Asset Management, INC.Broker
State Registrations1 state
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.