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Stephanie Johnson

Advisor at Raymond James & Associates

Updated today

Location

Lewiston, ID 83501

Credentials

Series 66

Industry experience

17 years

About

Stephanie Johnson is a financial advisor with Raymond James & Associates in Lewiston, ID. She holds a Series 66 designation and has 17 years of industry experience, including 15 years at Edward Jones before joining Raymond James. She serves as president of the WA-ID Volunteer Center board, which connects community members with volunteer opportunities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with both non-discretionary and discretionary advisory programs.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

Commissions

Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

513 Thain Rd

Lewiston, ID 83501

Most active in

Idaho · Texas · Washington

Work history

Raymond James & Associates

2024 - Present (2 years)

Edward Jones

2009 - 2024 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Brian J

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Lewiston, ID

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Annuities
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Richard C

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Annuities
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