Gregory
Johnson
Riversedge Advisors
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About this Advisor
Gregory Johnson is a certified financial planner and chartered financial analyst working in Wilmington, Delaware. Johnson currently works for Riversedge Advisors. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A, Jpmorgan Securities, LLC, Pietro'S Italian Restaurant, Innovative Wound Solutions, Anthony'S Italian Restaurant, Massmutual Greater Philadelphia, Paychex Inc, Jpmorgan Chase & Co, Pennsylvania State University, Appen, Tiedemann Advisors, Riversedge Advisors and Riversedge Advisors, LLC. Johnson has a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in Delaware and Pennsylvania. Riversedge Advisors is an advisory business operating out of Wilmington, DE. It manages $453 million in assets across its 1,075 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,075 client accounts, 26% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Riversedge Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Riversedge Advisors Brokerage Details
$452,704,111
16
1,075
$421,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Gregory Johnson Work History
Gregory has been registered as a financial advisor for 0 years.*
Riversedge Advisors
Riversedge Advisors, LLC
Jpmorgan Securities, LLC
Tiedemann Advisors
Appen
Jpmorgan Chase Bank, N.A
Pietro'S Italian Restaurant
Innovative Wound Solutions
Anthony'S Italian Restaurant
Massmutual Greater Philadelphia
Paychex Inc
Jpmorgan Chase & Co
Pennsylvania State University
*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 Gregory 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 Riversedge Advisors
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
