Jorie
Johnson

Financial Futures

CRD#4740931
Investment Advisor
in Brielle, NJ

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About this Advisor

Jorie Johnson is a financial advisor based in Brielle, New Jersey, working with Financial Futures. Jorie has previously held a position at Financial Futures, LLC and is registered to provide services in California and New Jersey. Currently, Jorie is part of Financial Futures, which operates out of Brielle, New Jersey. The firm has 5 employees and manages assets totaling $195.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Futures includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

River Place Executive Center 1027 Nj-70, Suite 201
Brielle, NJ 08730

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Financial Futures Brokerage Details

Total Assets Under Management

$195,879,605

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

636

NJ Average: 6,978
Average Account Size

$307,987

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jorie Johnson Work History

2003 - Present (21 years)

Financial Futures, LLC

Disclosures

Please visit the SEC profile of Jorie 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 Financial Futures

Kaye Fiske
Brielle, NJ
Felicia Wong
Brielle, NJ
Eric Feldman
Wall Township, NJ
Jorie Johnson
Brielle, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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