TJ
CFP
TJ
CFP

Thomas Marion Johnson

15 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,487 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA, 30339-6401

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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 ActivitiesSells Insurance

Thomas is the CEO of Advocacy Wealth Management, LLC, a Registered Investment Advisor, dedicating nearly full-time hours to this role. He also serves as a Director for Advocacy Inc., Sensor Tech, Inc., and The Elaine Clark Center, Inc., and as an agent for Forge Consulting LLC, placing annuity and life products.

Employment History
Current Registrations
Advocacy Wealth Management, LLC
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Certus Investment Advisors, LLC
October 2011 - September 2014 · 2 yrs 11 mos
Sage Capital Holdings, LLC
March 2011 - November 2013 · 2 yrs 8 mos
First Legacy Securities, LLC
June 2009 - April 2010 · 10 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.