James Johnson, financial advisor Laguna Hills CA
93 score

James Johnson

CRD Number: 5551678
Current Firm: Edward Jones

James Johnson (CRD# 5551678) is an Investment Advisor Representative working at Edward Jones in Laguna Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
Morgan Stanley Smith Barney Santa Ana, CA Jun 2011 - Mar 2013 1
Automobile Club Of Southern California Newport Beach, CA May 2010 - May 2011 1
Wells Fargo Bank Redondo Beach, CA Apr 2010 - May 2010 < 1
Wells Fargo Investments, LLC Redondo Beach, CA Apr 2010 - May 2010 < 1
Wachovia Securities, LLC Los Angeles, CA Jul 2008 - Apr 2010 1
Wachovia Bank, N.a. Los Angeles, CA Jul 2008 - Apr 2010 1
Officemax Inc. Itasca, IL Jul 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for James B. Johnson
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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