BJ
CFP
BJ
CFP

Benjamin Johnson

14 Years of Experience
Mooresville, NC
Broker

Benjamin Johnson is a CFP-designated registered investment advisor, based in Mooresville, NC, with 14 years of industry experience.

Location

517 Alcove Rd, Ste 201, Mooresville, NC, 28117

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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

Benjamin owns rental property in Mooresville, NC, and is a partner in Phifer I Johnson Limited Partnership, a real estate business in Davidson, NC. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Edward Jones
October 2011 - July 2025 · 13 yrs 9 mos
Edward JonesBroker
August 2011 - July 2025 · 13 yrs 11 mos
State Registrations18 states
ARAZDCFLGAKSMDMOMSMTNCOKPASCTXVAWAWV
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.
Benjamin Johnson - Financial Advisor | TrueAdvisor