Orlando Niles Johnson
Professional Summary
Orlando Niles Johnson is a registered financial advisor currently at JOHNSON WEALTH MANAGEMENT, LLC located in Palm Coast, Florida. Orlando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Orlando has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Current Firm
JOHNSON WEALTH MANAGEMENT, LLC
Contact Information
Main Address
389 Palm Coast Parkway Sw Suite 4, Palm Coast, FL 32137Phone Number
(386) 597-0057# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
12AUM (Assets Under Management)
$1,580,000Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
State Registrations and Notice Filings
(1/5/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Orlando Niles Johnson's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TANDEM FINANCIAL, LLC
MORGAN STANLEY