Jessi
Johnson
Encompass More Asset Management LLC
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About this Advisor
Jessi Johnson is a financial advisor working in Scottsdale, Arizona with 1 year of industry experience. Johnson currently works for Encompass More Asset Management LLC. During their career, Johnson has held roles at Planned Sabbatical, Principal Financial Group, Dna Wealth Partners and Encompass More Asset Management LLC. Johnson has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Arizona. Encompass More Asset Management LLC is a financial advisory company operating out of Danville, CA. The firm has offices in seven locations and a total of 34 advisors. It administers $113 million in total assets among its 1,698 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,698 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Encompass More Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$113,344,175
34
1,698
$66,752
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jessi Johnson Work History
Jessi has been registered as a financial advisor for 1 years.*
Dna Wealth Partners
Encompass More Asset Management LLC
Planned Sabbatical
Principal Financial Group
Principal Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessi Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Encompass More Asset Management LLC
Reading, PA
Danville, CA
Danville, CA
Danville, CA
Henderson, NV
Ballwin, MO
Rocklin, CA
Sanford, FL
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