JJ
JJ

Jason Johnson

16 Years of Experience
Nags Head, NC
Broker

Jason Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Nags Head, NC, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7531 S Virginia Dare Trl Unit 2D, Nags Head, NC, 27959

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jason owns JHOLLIS, LLC and manages his Ameriprise business. This activity requires minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - November 2023 · 2 yrs 7 mos
Madison Avenue Securities, LLCBroker
April 2021 - November 2023 · 2 yrs 7 mos
Cl Wealth Management LLC
June 2015 - April 2021 · 5 yrs 10 mos
Cabot Lodge Securities LLCBroker
June 2015 - April 2021 · 5 yrs 10 mos
Woodbury Financial Services, INC.
April 2012 - December 2013 · 1 yr 8 mos
Woodbury Financial Services, INC.Broker
April 2012 - December 2013 · 1 yr 8 mos
Eagle Strategies LLC
March 2012 - April 2012 · 1 mo
Nylife Securities LLCBroker
December 2007 - April 2012 · 4 yrs 4 mos
State Registrations34 states
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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.