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James Burroughs Johnston

WEALTH MANAGEMENT ASSOCIATES, INC.·CHERRY HILL, New Jersey
SIE, Series 7, Series 24, Series 63, Series 99TOClean record24 years registeredWEALTH MANAGEMENT ASSOCIATES, INC.
1909 ROUTE 70 EAST, CHERRY HILL, NJ 08003CRD# 1485345Firm CRD# 117606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Burroughs Johnston · CHERRY HILL, NJ
Registration
CRD #1485345 · WEALTH MANAGEMENT ASSOCIATES, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT ASSOCIATES, INC.
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
Registration record
First registered · July 23, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606 · SEC 801-79993
AUM
$555M
Regulatory assets under management
Employees
16
1,748 client accounts
Services offered by WEALTH MANAGEMENT ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WEALTH MANAGEMENT ASSOCIATES, INC. →
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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.
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David Ray Hess
CHERRY HILL, NJ

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