Jared
Johnson
Echo Wealth Management, LLC
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About this Advisor
Jared Johnson is a financial advisor working out of Minneapolis, Minnesota with 1 year of industry experience. Johnson is an advisor for Echo Wealth Management, LLC. Johnson has gained experience at Echo Wealth Management, LLC, Trust Point Inc, Full-Time Education and The Cleveland Jr Lumberjacks. Johnson has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Minnesota and Texas. Echo Wealth Management, LLC is a financial advisory firm operating out of Minneapolis, MN. It handles $148 million in total assets between its 452 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 452 accounts, 50% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Echo Wealth Management, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually are based on the type of services. Fee types billed by Echo Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Echo Wealth Management, LLC Brokerage Details
$147,790,930
3
452
$326,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jared Johnson Work History
Jared has been registered as a financial advisor for 1 years.*
Echo Wealth Management, LLC
Trust Point Inc
Full-Time Education
The Cleveland Jr Lumberjacks
*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 Jared 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 Echo Wealth Management, LLC
Minneapolis, MN
Minneapolis, MN
Plymouth, MN
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.
