Thomas Johnson

Advisor at Edward Jones

Updated today

Location

Summerville, SC 29483

Credentials

Series 66

Industry experience

15 years

About

Thomas Johnson is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

1115 B Central Avenue

Summerville, SC 29483

Most active in

South Carolina · Texas

Work history

Edward Jones

2010 - Present (16 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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Justin L

CFA®, Series 63

North Charleston, SC

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John B

Series 65

North Charleston, SC

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Active portfolio management
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Weishen W

CFA®

North Charleston, SC

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Series 63

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Real estate investing Annuities Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
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Wesley S

Series 65

Summerville, SC

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Tax-loss harvesting Military & Veterans
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William R

Series 63, Series 65

North Charleston, SC

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Private / alternative investments Real estate investing ESG / Sustainable investing
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