SJ
SJ

Stephanie Johnson

17 Years of Experience
Lewiston, ID
Broker

Stephanie Johnson is a registered investment advisor at Raymond James & Associates, INC., based in Lewiston, ID, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

513 Thain Rd, Lewiston, ID, 83501

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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

Stephanie is the President of the Board for the WA-ID Volunteer Center, connecting people with volunteer opportunities. She attends board meetings and helps with community projects, dedicating minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
March 2009 - July 2024 · 15 yrs 4 mos
Edward JonesBroker
March 2009 - July 2024 · 15 yrs 4 mos
State Registrations14 states
AKAZCACOFLHIIDMTNMORTXUTWAWY
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.
Stephanie Johnson - Financial Advisor | TrueAdvisor