AJ
AJ

Andrew R Johnsen

11 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,088 clients
Average Client Portfolio
$808K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

2425 Cedar Springs Rd, Dallas, TX, 75201

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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 ActivitiesSells Insurance

Andrew is a limited partner and advisory board member for Self Made Training Facility, a business consultant for Cooper Lucky Consulting, and a general partner for Oro Reserve short-term exotic car rentals. Andrew is also an independent insurance agent for Elite Producers Group, selling life insurance and management services.

Employment History
Current Registrations
Waterloo Capital
February 2023 - Present · 3 yrs
Previous Registrations
Titleist Asset Management, LTD.
July 2020 - March 2023 · 2 yrs 8 mos
Titleist Capital, LLCBroker
July 2020 - March 2023 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - July 2020 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - July 2020 · 5 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Andrew R Johnsen - Financial Advisor | TrueAdvisor