Timothy
Johns

Cookson Peirce Wealth Management

CRD#6865594
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Timothy Johns is a financial advisor based in Pittsburgh, Pennsylvania with 1 year of relevant experience. Johns works at Cookson Peirce Wealth Management. Their career trajectory has included roles at First Commonwealth Bank, First Niagara Bank, Fnb Corporation, Symons Capital Management, Inc and Cookson Peirce. Johns holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Pennsylvania. Cookson Peirce Wealth Management is a financial advisory business that has its headquarters in Pittsburgh, PA. The investment advisory business has offices in two locations and a total of 25 financial advisors. It controls $2 billion in assets among its 908 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 1,319 charities and foundations. Of its 908 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial advice usually are based on which services are provided. Fees charged by Cookson Peirce Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

530 William Penn Place
Pittsburgh, PA 15219

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Cookson Peirce Wealth Management Brokerage Details

Total Assets Under Management

$1,813,874,280

PA Average: $15,833,994,310
Total Number of Employees

25

PA Average: 41
Total Number of Accounts

908

PA Average: 3,342
Average Account Size

$1,997,659

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Timothy Johns Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cookson Peirce

2017 - 2022 (5 years)

Symons Capital Management, Inc

2015 - 2017 (2 years)

Fnb Corporation

2014 - 2014 (< 1 year)

First Niagara Bank

2011 - 2014 (3 years)

First Commonwealth Bank

*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 Timothy Johns 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 Cookson Peirce Wealth Management

Daniel Meyers
Pittsburgh, PA
Beth Williams
Pittsburgh, PA
Joshua Beas
Pittsburgh, PA
Katharine Perry
Pittsburgh, PA
Katherine Sippel
Pittsburgh, PA
Scott Oros
Pittsburgh, PA
Luke Oneill
Pittsburgh, PA
Timothy Johns
Pittsburgh, PA

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.

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