BJ
BJ

Blaine Johnson

16 Years of Experience
Roseville, CA
2 DisclosuresBrokerSells Insurance

Blaine Johnson is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 16 years of industry experience. Blaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

2999 Douglas Blvd, Suite 340, Roseville, CA, 95661

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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
March 2021
Settled
Customer Dispute
December 2018
Denied
Other Business ActivitiesSells Insurance

Blaine works as an insurance broker with various carriers since 2015, and operates under the DBA name of Blaine K. Johnson Financial and Insurance Services since 2017. He also is a passive investor in NYLARC Holding Company, Inc. and a partner in 170 JB, LLC.

Employment History
Current Registrations
Eagle Strategies LLC
November 2021 - Present · 4 yrs 6 mos
Nylife Securities LLCBroker
July 2009 - Present · 16 yrs 10 mos
State Registrations15 states
AKAZCACOFLIDLAMANVORSDTXVAWAWI
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.
Blaine Johnson - Financial Advisor | TrueAdvisor