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About this Advisor
Anna Johnson is a financial advisor who is based in Tempe, Arizona. Currently a registered investment advisor with Edward Jones, Johnson has 14 years of professional experience in the financial advisory industry. Johnson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Johnson is registered to act as a financial advisor based out of Arizona. Their career trajectory has included roles at Edward Jones and American Funds. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 offices in the nation. As a company, Edward Jones oversees $329 billion in assets covering 3,047,151 client accounts and retains more than 23,408 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Anna Johnson Work History
Anna has 15 years of experience.
Anna Johnson has no disclosures.
Please visit their SEC profile for more details.
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