Benjamin Johnson, financial advisor Aurora IL

Benjamin Johnson

CRD Number: 4833600
Current Firm: Summit Trail Advisors, LLC

Benjamin Johnson (CRD# 4833600) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Aurora, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Trail Securities, LLC Chicago, IL May 2017 - Current 6
Summit Trail Advisors LLC Aurora, IL Oct 2015 - Current 8
Barclays Capital Inc. Chicago, IL Sep 2008 - Oct 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
Contact Info for Benjamin P. Johnson
Phone Number: 212-812-7010
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,488
    MILLIONS
  • Total Number of Accounts
    4,953
    ACCOUNTS
  • Average Account Value
    $2,925,021
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, SD, TX, UT, VA, WA, WI, WY

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