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William Eric Johnson

I.m.s. Wealth Management, LLC

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About William Eric Johnson

William Eric Johnson is a financial advisor in Erie, Pennsylvania, currently registered with I.m.s. Wealth Management, LLC. William has been in the financial services industry for over 40 years, and has a broad range of experience. He has a strong track record of helping clients reach their financial goals. William also has a background in real estate consulting.

Firm Information

William Johnson is currently registered with I.m.s. Wealth Management, LLC. I.m.s. Wealth Management, LLC is a Registered Investment Adviser with approximately $33,426,545 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals. They serve high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has two investment adviser representatives and 128 client accounts.

$33.43M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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William Johnson’s Registration & Firm History

PA

11/14/2018 - Present

I.m.s. Wealth Management, LLC (ERIE PA)

PA

09/14/2010 - 11/20/2018

AXA ADVISORS, LLC (ERIE PA)

PA

08/21/2002 - 08/25/2010

1ST DISCOUNT BROKERAGE, INC. (ERIE PA)

CA

01/05/1989 - 08/21/2002

ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)

NA

09/03/1985 - 10/19/1987

PRESCOTT, BALL & TURBEN, INC.

NA

07/28/1981 - 09/20/1985

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 06/15/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1983

Series 3 - National Commodity Futures Examination

BC

Issued 05/04/1982

Series 5 - Interest Rate Options Examination

BC

Issued 06/20/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Eric Johnson.
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