LJ
LJ

Ledell Johnson

14 Years of Experience
Baytown, TX
Sells Insurance

Ledell Johnson is a registered investment advisor at Ji Financial Services, LLC, based in Baytown, TX, with 14 years of industry experience. Ledell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$93K average
Assets Under Management
$1.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable based on various criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Baytown, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ledell is an independent insurance agent since 2016, selling life, long-term care, and disability insurance, dedicating about 10-20% of their time, even during securities trading hours. Ledell also owns mineral leases and a real estate business, but these activities are not conducted during securities trading hours.

Employment History
Current Registrations
Ji Financial Services, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
USA Financial Securities Corporation
March 2023 - January 2025 · 1 yr 10 mos
USA Financial Securities LLCBroker
March 2023 - January 2025 · 1 yr 10 mos
Lincoln Financial Securities CorporationBroker
August 2018 - March 2023 · 4 yrs 7 mos
Lincoln Financial Securities Corporation
August 2018 - March 2023 · 4 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - September 2018 · 1 yr 6 mos
MML Investors Services, LLC
March 2017 - September 2018 · 1 yr 6 mos
Msi Financial Services, INC.
January 2017 - March 2017 · 2 mos
Msi Financial Services, INC.Broker
January 2017 - March 2017 · 2 mos
St. Bernard Financial Services, INC.
November 2016 - December 2016 · 1 mo
St. Bernard Financial Services, INC.Broker
March 2016 - December 2016 · 9 mos
Sagepoint Financial, INC.
December 2015 - January 2016 · 1 mo
Sagepoint Financial, INC.Broker
December 2015 - January 2016 · 1 mo
Metlife Securities INC.
January 2015 - December 2015 · 11 mos
Metlife Securities INC.Broker
January 2015 - December 2015 · 11 mos
New England Securities Corporation
July 2013 - January 2015 · 1 yr 6 mos
New England SecuritiesBroker
November 2011 - January 2015 · 3 yrs 2 mos
State Registrations2 states
LATX
Advisor

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.