Anna
Johnson
Pathstone
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About this Advisor
Anna Johnson is a certified financial planner working out of Englewood, New Jersey who has 3 years of industry experience. Johnson is an employee of Pathstone. Their career trajectory has included roles at Laird Norton Wealth Management, Ascent Private Capital Management Of Us Bank, Cornerstone Advisors, Inc and Pathstone. Johnson holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Washington. Pathstone is an advisory company operating out of Englewood, NJ. The firm has offices in 15 locations and a total of 297 advisors. It handles $25 billion in assets under management between its 18,943 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 49 charitable organizations. Of its 18,943 client accounts, 77% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pathstone performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on the type of financial services provided. However, fee types billed by Pathstone can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Anna Johnson Work History
Anna has been registered as a financial advisor for 3 years.*
Pathstone
Cornerstone Advisors, Inc
Ascent Private Capital Management Of Us Bank
Laird Norton Wealth Management
*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 Anna 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 Pathstone
Winter Park, FL
Englewood, NJ
Englewood, NJ
Englewood, NJ
Seattle, WA
Bellevue, WA
Winter Park, FL
Englewood, NJ
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.
