BJ
BJ

Brandon Lee Johnson

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Minimum Annual Fee:$150,000
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Location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

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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

Brandon is a 50% owner of MKJ Therapies LLC, where he assists his wife with finances, spending minimal time on weekends. He also works as an independent contractor as an NCAA baseball umpire, working approximately 120 hours annually.

Employment History
Current Registrations
Franklin Distributors, LLC
May 2024 - Present · 1 yr 9 mos
Franklin Distributors, LLCBroker
May 2024 - Present · 1 yr 9 mos
Fiduciary Trust International, LLC
December 2019 - Present · 6 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.