JJ
JJ

Joseph Norman Johnston

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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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

Joseph works as an independent RIA with Everest Financial Group. This is a full-time commitment.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
December 2019 - December 2021 · 2 yrs
Securities America, INC.Broker
November 2019 - June 2024 · 4 yrs 7 mos
State Registrations7 states
FLMNNDNVVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.