Daniel Johnson (CRD# 5297027) is an Investment Advisor Representative working at Emerson James Advisors LLC in Crofton, MD and has over 15 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson James Advisors, LLC | Manchester, MD | Nov 2020 - Current | 3 |
| Daniel J. Johnson, Sole Proprietor | Manchester, MD | Oct 2020 - Current | 3 |
| On Investment Management Co | Manchester, MD | May 2017 - Nov 2020 | 3 |
| The O.n. Equity Sales Company | Cincinnati, OH | Feb 2017 - Nov 2020 | 3 |
| Ohio National Financial Services | Cincinnati, OH | Jun 2016 - Oct 2020 | 4 |
| Mml Investors Services, LLC | Hunt Valley, MD | Feb 2008 - Jan 2017 | 8 |
| Massmutual Life Insurance Company | Hunt Valley, MD | Dec 2007 - Jan 2017 | 9 |
| Thompson Financial Group LLC | Hunt Valley, MD | Jul 2007 - Jan 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$126,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MD
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.