Ann
Johnson
Pensionmark Financial Group, LLC
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About this Advisor
Ann Johnson is a financial advisor based out of Clearwater, Florida who has 4 years of relevant experience. Johnson works at Pensionmark Financial Group, LLC. Over the course of their career, Johnson has held roles at Mutual Trust Company Of America Securities, Inc, Mutual Trust Asset Management, Gymboree, Pensionmark Financial Group, LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Independent Financial Partners, Lpl Financial, LLC and Pensionmark Securities, LLC. Johnson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Pensionmark Financial Group, LLC is a firm that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 advisors. It controls $27 billion in assets among its 7,380 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 142 charities and foundations. Of its 7,380 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the type of financial services offered. However, fees billed by Pensionmark Financial Group, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ann Johnson Work History
Ann has been registered as a financial advisor for 4 years.*
Pensionmark Financial Group, LLC
Pensionmark Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Mutual Trust Asset Management
Gymboree
Mutual Trust Company Of America Securities, Inc
*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 Ann 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 Pensionmark Financial Group, LLC
Saint Petersburg, FL
San Antonio, TX
Fort Mill, SC
Madison, WI
Brentwood, TN
Los Angeles, CA
South Burlington, VT
Santa Barbara, CA
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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