Lisa J Johnson
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesOct 2024 to now
- FedexJan 2024 to Oct 2024
- Jedidiah Legacy Group LLCDec 2023 to Oct 2024
- Valet Living LLCMay 2023 to Aug 2023
- Jedidah Futures LLCFeb 2022 to Jun 2024
- Purple Monkey GarageAug 2021 to Feb 2022
- Shyft CapitalApr 2021 to Aug 2021
- Unemployed/sabbaticalSep 2020 to Apr 2021
- T-mobileJul 2012 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7989342
- Firm CRD
- 250