Unclaimed Profile

Edward George Johnson

SOUTHEAST ASSET ADVISORS, LLC·THOMASVILLE, Georgia

Series 65Clean record10 years registeredSOUTHEAST ASSET ADVISORS, LLC

314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 6571597Firm CRD# 107588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward George Johnson · THOMASVILLE, GA

Registration

CRD #6571597 · SOUTHEAST ASSET ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUTHEAST ASSET ADVISORS, LLC

SOUTHEAST ASSET ADVISORS, LLC

Nov 2015 – Oct 2024

Charleston, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHEAST ASSET ADVISORS, LLC

CRD 107588 · SEC 801-42952

AUM

$3.7B

Regulatory assets under management

Employees

1,345 client accounts

Services offered by SOUTHEAST ASSET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SOUTHEAST ASSET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Edward George Johnson offer?

Edward George Johnson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Edward George Johnson's credentials?

Edward George Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward George Johnson located?

Edward George Johnson is based in THOMASVILLE, Georgia, last registered with SOUTHEAST ASSET ADVISORS, LLC.

How does Edward George Johnson charge for services?

Edward George Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHEAST ASSET ADVISORS, LLC?

SOUTHEAST ASSET ADVISORS, LLC has approximately 14 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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