AJ
CFP
AJ
CFP

Anne B. Johnston

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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

Anne is a freelance writer since 2010, dedicating about 10-20% of her time. She also spends minimal time on Created Studios LLC, Anne B, Johnston Speaking, and Anne Bollin Music / Fin Rock for creating educational tools, speaking engagements, and music composition/performance, respectively.

Employment History
Current Registrations
Oneseven
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Truclarity Wealth Advisors
September 2019 - December 2024 · 5 yrs 3 mos
UBS Financial Services INC.
October 2007 - October 2019 · 12 yrs
UBS Financial Services INC.Broker
September 2007 - October 2019 · 12 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.