Claim Profile
JJ

James Burroughs Johnston

WEALTH MANAGEMENT ASSOCIATES, INC.·CHERRY HILL, New Jersey
Unclaimed Profile
1909 ROUTE 70 EAST, CHERRY HILL, NJ 08003CRD# 1485345Firm CRD# 117606
01

About

James Burroughs Johnston is a registered financial advisor based in CHERRY HILL, New Jersey, affiliated with WEALTH MANAGEMENT ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH MANAGEMENT ASSOCIATES, INC.
WEALTH MANAGEMENT ASSOCIATES, INC.
AUM
$555M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 1485345
Firm CRD# 117606
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHERRY HILL?

Browse all registered financial advisors in CHERRY HILL, New Jersey or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Burroughs Johnston offer?
James Burroughs Johnston specializes in Financial Planning, Investment Management. Contact their office in CHERRY HILL, New Jersey for a consultation.
What are James Burroughs Johnston's credentials?
James Burroughs Johnston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Burroughs Johnston located?
James Burroughs Johnston is based in CHERRY HILL, New Jersey, working with WEALTH MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the CHERRY HILL metropolitan area and surrounding communities.
How does James Burroughs Johnston charge for services?
James Burroughs Johnston's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT ASSOCIATES, INC.?
WEALTH MANAGEMENT ASSOCIATES, INC. has approximately 16 employees and manages $555M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty