Benjamin Theodore Johnson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2017
  Lake County Lutheran High School
  Hartland, WI
• 08/2017 → 12/2020
  University Of Wisconsin
  Madison, WI
• 10/2018 → 11/2018
  Fresh Madison Market
  Madison, WI
• 05/2019 → Present
  Raymond James Financial Services, Inc.
  Elm Grove, WI
• 05/2019 → Present
  Intelligent Investors Group, Llc
  Elm Grove, WI
• 06/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Elm Grove, WI

Other Businesses

(1)Name of Business: Intelligent Investors Group LLC Address: 500 Elm Grove Road, Elm Grove, WI, 53122, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Staff

Exams

• S66 Uniform Combined State Law Examination
  2021-04-16

Designations

• Certified Financial Planner

Other Names

• Ben Johnson