Stephen
Johnson

Raymond James Financial Services Advisors, Inc

CRD#711305
Investment Advisor
in Draper, UT
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About this Advisor

Stephen Johnson is a financial advisor based in Draper, Utah, who has been in the industry for 28 years. Johnson currently works for Raymond James Financial Services Advisors, Inc. Throughout their career, they have worked at Johnson Investment Advisory Services, Raymond James Financial Services, Inc, Insurance-Non Variable and Raymond James Financial Services Advisors, Inc. Johnson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Utah. Raymond James Financial Services Advisors, Inc is a registered investment business operating out of Draper, Utah. The company has offices in 2,040 locations and a total of 5,600 employees. It administers $81 billion in total assets among its 280,698 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 100 charities and foundations. Of its 280,698 client accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Raymond James Financial Services Advisors, Inc provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Raymond James Financial Services Advisors, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

166 E. 14000 S. Suite 110
Draper, UT 84020

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

UT Average: $1,855,561,029
Total Number of Employees

6,224

UT Average: 62
Total Number of Accounts

343,734

UT Average: 2,474
Average Account Size

$301,664

UT Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stephen Johnson Work History

Stephen has 28 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2004 - Present (15 years)

Insurance-Non Variable

1999 - Present (20 years)

Johnson Investment Advisory Services

1990 - Present (29 years)

Raymond James Financial Services, Inc

Disclosures

Stephen Johnson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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