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Joseph Henry Johnson

Vanderbilt Advisory Services

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About Joseph Henry Johnson

Joseph Henry Johnson is a registered investment advisor representative with Vanderbilt Advisory Services. Joseph has been in the securities industry since 1984 and has experience in various areas of financial advising, including financial planning, portfolio management for individuals and businesses. Joseph holds various licenses, including Series 7, Series 24, and Series 63. Joseph is committed to providing his clients with personalized financial advice that helps them reach their financial goals. In addition to working at Vanderbilt Advisory Services, Joseph is also a registered nurse.

Firm Information

Joseph Johnson is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Joseph Johnson’s Registration & Firm History

NY

10/26/2016 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

10/18/2007 - 02/04/2011

PRINCOR FINANCIAL SERVICES CORPORATION (MELVILLE NY)

NY

02/19/2004 - 10/31/2007

GRANITE SECURITIES, LLC (BABYLON NY)

FL

09/17/1991 - 02/13/2004

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

NY

12/13/1989 - 09/23/1991

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NY

05/20/1986 - 12/07/1989

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

NA

03/13/1986 - 05/16/1986

DEAN WITTER REYNOLDS INC.

NA

11/21/1984 - 03/17/1986

MCLAUGHLIN, PIVEN, VOGEL INC.

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Licenses & Designations

BC

Issued 03/20/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Joseph Henry Johnson. Review regulatory record here.
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