BJ
CFP
BJ
CFP

Benjamin Johnson

5 Years of Experience
Elm Grove, WI
Broker

Benjamin Johnson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elm Grove, WI, with 5 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

500 Elm Grove Rd, Suite 108, Elm Grove, WI, 53122

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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 works as support staff for Intelligent Investors Group LLC, a non-investment related support company. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
State Registrations1 state
WI
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