SJ
CFP
SJ
CFP

Stephen Johnson

25 Years of Experience
Woodbridge, NJ
Broker

Stephen Johnson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woodbridge, NJ, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

604 Amboy Avenue, Woodbridge, NJ, 07095

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Stephen works as a fixed income investment consultant for the Center for Vocational Rehabilitation, dedicating a few hours per week without compensation. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 3 mos
Cetera Investment Services LLCBroker
April 2007 - Present · 19 yrs
Previous Registrations
Cetera Investment Services LLC
April 2007 - January 2014 · 6 yrs 9 mos
Prudential Financial Planning Services
July 2002 - April 2007 · 4 yrs 9 mos
Pruco Securities, LLC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
Dean Witter Reynolds INC.Broker
May 2000 - January 2001 · 8 mos
State Registrations11 states
CADEFLNCNJNVNYPASCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.