TrueAdvisor
TrueAdvisor
KJ
CFP
KJ
CFP

Keith Merritt Johnson

Benefit Financial Services Group
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningDivorce Planning
Benefit Financial Services Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
849 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,500

Location

2040 Main Street, Suite 720, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Benefit Financial Services Group
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Allworth Financial, L.P.
June 2016 - May 2019 · 2 yrs 11 mos
Aw SecuritiesBroker
June 2016 - May 2019 · 2 yrs 11 mos
Kmj Financial Group, LLC
February 2016 - June 2016 · 4 mos
ICMA Retirement CORP
December 2004 - November 2015 · 10 yrs 11 mos
Icma-Rc Services, LLCBroker
October 2003 - November 2015 · 12 yrs 1 mo
Foresters Equity Services, INC.Broker
July 2003 - September 2003 · 2 mos
A. G. Edwards & Sons, INC.Broker
June 2003 - July 2003 · 1 mo
Jackson National Life Distributors, INC.Broker
February 2002 - June 2003 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
April 2000 - October 2000 · 6 mos
Charles Schwab & CO., INC.Broker
April 1999 - January 2000 · 9 mos
Olde Discount CorporationBroker
November 1995 - April 1999 · 3 yrs 5 mos
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.