Heath Johnson
Heath Johnson is a ChFC-designated registered investment advisor at J.P. Morgan Securities LLC, based in Brooklyn, NY, with 18 years of industry experience. Heath is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B 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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
1002 Brighton Beach Ave, Brooklyn, NY, 11235
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2013Other Business Activities
Heath is the owner/partner of MSG Products, LLC, an e-commerce business selling products wholesale on Amazon, dedicating a few hours per week. Heath is also a general partner in Brooklyn Meme, printing computer-generated images on merchandise for online sale, spending minimal time on this activity.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
J.P. Turner & Company, L.L.C.Broker
Fordham Financial Management, INC.Broker
State Registrations33 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.
Exams
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