Jacey Johnson
Investment adviser representative at Retirement Plan Advisors, LLC
20 yearsExperience
1 stateRegistered in
$3.5BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Retirement Plan Advisors, LLCOct 2025 to now
- Cambridge Investment Research. Inc.Oct 2025 to now
- Edward JonesSep 2024 to Oct 2025
- Nami St LouisMar 2024 to Sep 2024
- City of ChesterfieldJul 2006 to Feb 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Retirement Plan Advisors, LLC
$3.5BAssets managed
10,031Clients
46Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7971239
- Firm CRD
- 122758