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Barbara A Johnson

Johnson Private Wealth Management, LLC

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About Barbara A Johnson

Barbara Johnson is a registered Investment Advisor Representative with Johnson Private Wealth Management, LLC. Barbara has been in the financial services industry since 2007 and has a Series 7, Series 31 and Series 66. Barbara has worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Barbara has experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Barbara's firm, Johnson Private Wealth Management, LLC is a Registered Investment Advisor firm headquartered in Sarasota, FL.

Firm Information

Barbara Johnson is currently registered with Johnson Private Wealth Management, LLC. Johnson Private Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $30 million in assets for 125 clients.

$30.09M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barbara Johnson’s Registration & Firm History

FL

01/23/2014 - Present

Johnson Private Wealth Management, LLC (SARASOTA FL)

IL

06/01/2009 - 01/22/2014

MORGAN STANLEY (CHICAGO IL)

IL

07/04/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 07/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara A Johnson.
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