A longtime Ameriprise advisor with $400 million in advisory, brokerage and retirement plan assets has joined LPL Financial’s broker-dealer, RIA and custodial platforms, according to a news release.
Jason Johnson, who had been with Ameriprise for 25 years, operates 509 Wealth Management with registered offices in Spokane and Kennewick, Wash., and Coeur d'Alene, Idaho. He began his career with IDS Life Insurance Company in 1998, according to BrokerCheck. His team, which includes three support staff members, provides one-on-one personalized advice and portfolio management based on each client’s goals and needs, the release noted.
“I have a tremendous group of clients, and I’ve always put their needs first,” Johnson said in a statement. “By making this move, I now have access to LPL’s innovative capabilities and back-office support so that I can elevate the services I provide. It’s equally important to note that LPL does not sell proprietary investment products or pressure me to do things their way. Ultimately, I have a greater layer of independence and freedom to work with each individual client, understand their goals and come up with my own strategies to help take care of their unique financial needs.”
“We welcome Jason to the LPL community and are honored to support his evolving business,” said Scott Posner, LPL executive vice president, business development.