Joseph Johnson (CRD# 1412528) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Riverside, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverside Financial | Riverside, IL | Aug 2012 - Current | 11 |
| Johnson Financial Strategies | North Riverside, IL | Aug 2010 - Current | 13 |
| N/a - Rental Real Estate | Venice, FL | Aug 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Riverside, IL | Jan 2009 - Current | 15 |
| Investment Centers Of Illinois | Glen Ellyn, IL | Oct 2008 - Current | 15 |
| Next Millennium, Inc. | Riverside, IL | Oct 2008 - Current | 15 |
| Non-variable Insurance | Riverside, IL | Oct 2008 - Current | 15 |
| Raymond James Financial Services | Glen Ellyn, IL | Sep 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1997 |
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- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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