Jessica
Johnson
Estate & Trust Advisors
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About this Advisor
Jessica Johnson is a financial advisor who works out of Northbrook, Illinois who has 4 years of relevant experience. Johnson works at Estate & Trust Advisors. Throughout their career, Johnson has worked at Growth Management Group, Towneplace Suites Marriott, P&M Insurance Group, LLC, The Breakers Hotel, Morgan Stanley and Estate & Trust Advisors, Inc. Johnson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Estate & Trust Advisors is an advisory company that has its headquarters in Northbrook, IL. It controls $206 million in assets under management among its 652 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 652 accounts, 44% are held by high-net-worth investors who have greater than $1 million in assets. Estate & Trust Advisors has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which service is provided. However, fees charged by Estate & Trust Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Estate & Trust Advisors Brokerage Details
$205,765,399
5
652
$315,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jessica Johnson Work History
Jessica has been registered as a financial advisor for 4 years.*
Estate & Trust Advisors, Inc
Morgan Stanley
Morgan Stanley
Growth Management Group
Towneplace Suites Marriott
P&M Insurance Group, LLC
The Breakers Hotel
*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 Jessica 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 Estate & Trust Advisors
Winnetka, IL
Northbrook, IL
Northbrook, IL
Winnetka, IL
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