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Thomas Marion Johnson

Advocacy Wealth Management, LLC

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About Thomas Marion Johnson

Thomas Marion Johnson is a financial advisor with Advocacy Wealth Management, LLC. Thomas has over 40 years of experience in the financial services industry. Thomas is a Certified Financial Planner and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Thomas holds the Series 7, Series 24, Series 53, Series 63, Series 65, and SIE licenses. Thomas has also been a Registered Investment Advisor in the state of Georgia for more than 10 years.

Firm Information

Thomas Johnson is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Thomas Johnson’s Registration & Firm History

GA

01/02/2018 - Present

Advocacy Wealth Management, LLC (ATLANTA GA)

GA

03/31/2010 - 11/30/2015

CERTUSSECURITIES, INC. (ATLANTA GA)

TN

01/20/2010 - 07/31/2012

CURTISWOOD CAPITAL, LLC (NASHVILLE TN)

AL

06/01/2009 - 04/15/2010

FIRST LEGACY SECURITIES, LLC (HELENA AL)

GA

04/30/1999 - 06/01/2009

ACCESS SECURITIES, INC. (ATLANTA GA)

NC

10/14/1988 - 05/12/1999

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NA

08/21/1975 - 10/14/1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

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Licenses & Designations

IA

Issued 05/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/03/1982

Series 24 - General Securities Principal Examination

BC

Issued 11/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 10/17/1977

PC - AMEX Put and Call Exam

BC

Issued 08/16/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Marion Johnson.
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