AJ
AJ

Angela Johnson

14 Years of Experience
Reynoldsburg, OH
Broker

Angela Johnson is a registered investment advisor at LPL Financial LLC, based in Reynoldsburg, OH, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Reynoldsburg, OH

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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

Angela works as an Amazon Flex contractor and an Instacart shopper. The Amazon Flex role requires minimal time, while the Instacart role takes about a quarter of her time.

Employment History
Current Registrations
LPL Financial LLC
April 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2018 - April 2022 · 4 yrs 3 mos
J.P. Morgan Securities LLC
January 2018 - April 2022 · 4 yrs 3 mos
Fifth Third Securities, INC.Broker
February 2016 - January 2018 · 1 yr 11 mos
Fifth Third Securities, INC.
February 2016 - January 2018 · 1 yr 11 mos
Nationwide Investment Services CorporationBroker
July 2009 - May 2014 · 4 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Angela Johnson - Financial Advisor | TrueAdvisor