Michael Lee Johnson Jr.

Advisor at Edward Jones — West Union, IA

Updated today

Credentials

ChFC®, Series 66

Experience

13 years

Location

West Union, IA 52175

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Johnson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

West Union, IA

109 N Vine St

West Union IA 52175

Advisors at this office

1

Most active in

Iowa · Texas

Work history

13 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Valerie E

West Union, IA

O'Brien and Associates, Inc.

Valerie Ehler is a financial advisor at O'Brien and Associates, Inc. with 27 years of industry experience. She has been with O'Brien and Associates since 1999. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm offers portfolio management and ongoing supervision tailored to clients’ financial goals, tax situations, and investment preferences, primarily recommending mutual funds and ETFs through a combination of fundamental and technical analysis.

Wealth management
user avatar

Bruce E

Series 65

West Union, IA

O'Brien and Associates, Inc.

Bruce Ehler is a financial advisor at O'Brien and Associates, Inc. with five years of industry experience. Prior to his advisory role, he worked for North Fayette Valley Community School District for 24 years. O'Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high-net-worth and non-high-net-worth clients. The firm uses a combination of fundamental and technical analysis along with quantitative data and a computerized portfolio model to guide asset selection, offering services on a non-discretionary basis with regular portfolio reviews and rebalancing.

Wealth management
user avatar

Christine R

Series 63, Series 65

West Union, IA

Capital Analysts

Christine Reierson is a financial advisor at Capital Analysts with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2011 and with Allen Knox Associates since 2001. Reierson serves as Chair of the North Fayette Valley Community Coalition Executive Team, a group that supports youth programs in her community. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
user avatar

Jared K

Series 63, Series 65

West Union, IA

Commonwealth Financial Network

Jared Kremer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at FSB Premier Wealth Management, Avantax Advisory Services, and Avantax Investment Services. He is also involved in entrepreneurial ventures through Kremer Kehe Properties LLC and Kremer Kehe Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Travis J

Series 66

West Union, IA

Commonwealth Financial Network

Travis Jensen is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones and has owned Jensen Complete Wealth, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Brian J

Series 65

West Union, IA

Commonwealth Financial Network

Brian Jensen is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and currently in his first year in the industry. His prior experience includes entrepreneurship in several small businesses such as Jensen Floorcare and Iowa Digital Signage, as well as roles at Iowa State University and the USDA-NRCS. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients, offering a range of managed-account programs, third-party asset manager access, and retirement consulting. The firm provides both discretionary and nondiscretionary portfolio management supported by an extensive back-office platform.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)