Michael Johnson Jr.

Advisor at Edward Jones

Updated today

Location

West Union, IA 52175

Credentials

ChFC®, Series 66

Industry experience

13 years

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

Occupation focus

Founder/Business Owner

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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

109 N Vine St

West Union, IA 52175

Most active in

Iowa · Texas

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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Wealth management
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West Union, IA

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Daryl K

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Amanda S

Series 66

West Union, IA

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