Tyler Johnson, financial advisor Burlington WI

Tyler Johnson

CRD Number: 6314962
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tyler Johnson (CRD# 6314962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Waukesha, WI Oct 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha, WI Sep 2018 - Current 5
Jpmorgan Securities LLC Milwaukee, WI Mar 2016 - Sep 2018 2
Raymond James Financial Services, Inc. Brookfield, WI Jan 2015 - Mar 2016 1
Raymond James Financial Services Advisors Inc. Brookfield, WI Jan 2015 - Mar 2016 1
Raymond James Financial Services, Inc. Brookfield, WI Sep 2014 - Dec 2014 < 1
Raymond James Financial Services, Inc. Brookfield, WI Apr 2014 - Sep 2014 < 1
Marquette University Milwaukee, WI Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Tyler A. Johnson
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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