AJ
AJ

Anthony Marcel Johnson

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
2,909 clients
Average Client Portfolio
$157.3M average
Assets Under Management
$457.5B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only
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Location

290 Congress Street, Boston, MA, 02210

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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

Anthony is a member of the Investment Committee and the Actuarial, Audit and Risk Committee for the Milwaukee County Pension Board since 2022. This involves reviewing investments, overseeing audit activities, and working with actuarial firms, taking a few hours per week.

Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
August 2023 - Present · 2 yrs 6 mos
Columbia Management Investment Distributors, INC.
June 2023 - Present · 2 yrs 8 mos
Columbia Management Investment Distributors, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Allspring Funds Distributor, LLCBroker
July 2015 - May 2023 · 7 yrs 10 mos
State Registrations11 states
IAILINKSMIMNMONDNESDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.