MJ
MJ

Michael Johnson

18 Years of Experience
Lewisburg, PA
2 DisclosuresBroker

Michael Johnson is a registered investment advisor at Edward Jones, based in Lewisburg, PA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

23 N Derr Drive Suite 4, Lewisburg, PA, 17837

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History

Regulatory History (2)
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.
Customer Dispute
January 2015
Settled
Customer Dispute
January 2015
Denied
Employment History
Current Registrations
Edward JonesBroker
January 2022 - Present · 4 yrs 9 mos
Edward Jones
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2014 - December 2021 · 7 yrs 10 mos
Cetera Investment Services LLCBroker
February 2014 - December 2021 · 7 yrs 10 mos
LPL Financial LLCBroker
September 2012 - February 2014 · 1 yr 5 mos
LPL Financial LLC
September 2012 - February 2014 · 1 yr 5 mos
Edward Jones
May 2008 - September 2012 · 4 yrs 4 mos
Edward JonesBroker
April 2008 - September 2012 · 4 yrs 5 mos
State Registrations18 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.
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