AJ
AJ

Angela Marie Johnson

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

649 Market Street, 3rd Floor, Grand Junction, CO, 81505

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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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Other Business Activities

Angela is the manager of Harrison Creek Properties, LLC, formed in July 2024 to own vacant land. This activity is not investment-related.

Employment History
Current Registrations
Ashton Thomas Private Wealth
February 2024 - Present · 2 yrs
Previous Registrations
Wealthsource®
August 2021 - April 2024 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2018 · 7 yrs 10 mos
Wells Fargo Investments, LLC
November 2003 - January 2011 · 7 yrs 2 mos
Wells Fargo Investments, LLCBroker
September 2003 - January 2011 · 7 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.