BJ
BJ

Blaine Johnson

17 Years of Experience
Roseville, CA
2 DisclosuresBrokerSells Insurance

Blaine Johnson is a registered investment advisor at Eagle Strategies LLC, based in Roseville, CA, with 17 years of industry experience. Blaine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
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Location

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

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History

Regulatory History (2)
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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 11 mos
Nylife Securities LLCBroker
July 2009 - Present · 17 yrs 3 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.
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