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De Huang

7 Years of Experience
Sykesville, MD

De Huang is a registered investment advisor at The J.O. Johnson Group INC., based in Sykesville, MD, with 7 years of industry experience. De operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
34 clients
Average Client Portfolio
$671K average
Assets Under Management
$22.8M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

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

Sykesville, MD

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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 Activities

De works as a QA Analyst for Apex Funder Trading, a prop firm that funds futures traders. This investment-related activity involves testing and analyzing software, products, and systems, taking up approximately 64 hours per month.

Employment History
Current Registrations
The J.O. Johnson Group INC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
The J.O. Johnson Group INC.
October 2021 - March 2022 · 5 mos
TD Ameritrade, INC.
February 2018 - July 2021 · 3 yrs 5 mos
TD Ameritrade, INC.Broker
February 2018 - July 2021 · 3 yrs 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - July 2021 · 3 yrs 5 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
March 2017 - February 2018 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - August 2016 · 4 mos
State Registrations2 states
MDPA
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.
De Huang - Financial Advisor | TrueAdvisor