EJ
CFP
EJ
CFP

Elliott Johnson

16 Years of Experience
Anacortes, WA
Broker

Elliott Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anacortes, WA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

713 Commercial Avenue, Anacortes, WA, 98221

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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

Elliott is an independent contractor, CEO, and President of Haven Financial Partners LLC, running the office. This takes about half of Elliott's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Edward Jones
December 2009 - January 2021 · 11 yrs 1 mo
Edward JonesBroker
November 2009 - January 2021 · 11 yrs 2 mos
State Registrations28 states
AKALAZCACOFLGAHIIDILKSLAMAMEMNMONCNDNVNYOKORPASCSDTXVAWA
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.
Elliott Johnson - Financial Advisor | TrueAdvisor