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Stephanie Ann Johnson

Advisor at Raymond James & Associates — Lewiston, ID

Updated today

Credentials

Series 66

Experience

17 years

Location

Lewiston, ID 83501

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 936 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Stephanie Johnson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She worked at Edward Jones for 15 years before joining Raymond James in 2024. Johnson serves as president of the WA-ID Volunteer Center board, which connects community members with volunteer opportunities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Lewiston, ID

513 Thain Rd

Lewiston ID 83501

Advisors at this office

1

Most active in

Idaho · Texas · Washington

Work history

17 years of industry experience

Raymond James & Associates

2024 - Present • 2 years

Clarkston, WA

Edward Jones

2009 - 2024 • 15 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

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Ryan S

Series 63, Series 66

Lewiston, ID

Elite Financial, Inc.

Ryan Skinner is a financial advisor with Elite Financial, Inc. in Lewiston, ID, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at LPL Financial LLC from 2009 to 2017 before joining Elite Financial. Outside of advising, he is involved in building a commercial property that includes his office space and leased commercial units. Elite Financial serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes tailored portfolios using mutual funds and ETFs, combining quantitative and qualitative analysis with modern portfolio theory, and manages a large asset base and client roster per advisor.

Tax-loss harvesting Cash flow / budgeting Wealth management
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Jeremy N

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Jeremy Nesset is a financial advisor at D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Nesset serves as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a variety of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley R

Series 66

Lewiston, ID

D.A. DAVIDSON & Co.

Bradley Rice is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, equity research, and a private wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Matthew W

CFP®, Series 66

Lewiston, ID

Commonwealth Financial Network

Matthew Weibler is a CFP® with 16 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2009. He also operates Weibler Financial & Retirement and is an artist who creates and sells metal sculptures through WeiblerSculptureWire. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

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

Series 66

Lewiston, ID

OSAIC Advisory Services, LLC

Brian Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and currently serves at Osaic Advisory Services, LLC. Johnson is the owner of Johnson Financial Group and serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services through multiple program models with custody arranged primarily through Schwab and Fidelity, utilizing both proprietary guidance and third-party platforms and managers.

Annuities
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Richard C

Series 63, Series 65

Lewiston, ID

OSAIC Advisory Services, LLC

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Clifford is an active member of the United States Coast Guard Auxiliary, where he volunteers in boating and water safety education and inspections, and he serves as treasurer for the Lewiston Elks Lodge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary guidance and third-party platforms.

Annuities
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