Caleb Johnson (CRD# 6337837) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 7 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Austin, TX | Sep 2021 - Current | 2 |
| Bbva Securities Inc. | Belton, TX | Nov 2017 - Aug 2021 | 3 |
| Compass Bank | Birmingham, AL | Nov 2017 - Aug 2021 | 3 |
| Bbva Compass Insurance Agency Inc. | Austin, TX | Nov 2017 - Aug 2021 | 3 |
| Bbva Wealth Solutions Inc. | Belton, TX | Nov 2017 - Aug 2021 | 3 |
| Axa Advisors, LLC | Austin, TX | Jul 2016 - Nov 2017 | 1 |
| State Farm | Belton, TX | Nov 2015 - Jul 2016 | < 1 |
| University At Mary Hardin-baylor | Belton, TX | Aug 2013 - May 2016 | 2 |
| University Of Mary Hardin-baylor | Belton, TX | Aug 2012 - May 2016 | 3 |
| Edward Jones | Hutto, TX | Jun 2015 - Nov 2015 | < 1 |
| Morgan Stanley | Temple, TX | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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